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AllStreet Wealth
AllStreet Wealth launched in 2020, founded by Thomas Kopelman and Treyton DeVore in Carmel, Indiana. Both founders spent their early careers in financial...
AllStreet Wealth
AllStreet Wealth launched in 2020, founded by Thomas Kopelman and Treyton DeVore in Carmel, Indiana. Both founders spent their early careers in financial services before building a practice explicitly designed for their own generation. The firm targets a narrow client profile — high-income business owners and founders aged 30 to 50 — and rejects the asset-based fee model common among larger incumbent advisors. Instead of charging a percentage of assets under management, AllStreet operates on a flat-fee subscription structure, combining investment management with tax planning. The firm maintains custody with Charles Schwab and uses platforms including Altruist, AdvicePay, and RightCapital for portfolio management and billing. Its investment approach centers on optimizing for tax efficiency, with an enrolled agent, Ryan Nelson, joining the team in September 2023 to deepen in-house tax capability. The practice serves clients virtually across the United States from its single Indiana base. Kopelman has been recognized as a Top 23 Millennial Advisor by Business Insider and a Top 100 Financial Advisor by Investopedia in 2022 and 2023. Alongside the advisory practice, DeVore runs Creatorbread, a blog focused on financial independence for self-employed creatives, and Converting Attention, which helps financial advisors improve their branding and online presence. The firm's team of four professionals includes Director of Operations Darlene Parker, who joined with a background in retirement solutions and group benefits at larger institutions before shifting to AllStreet's virtual-first model. The structural differentiator is the demographic and pricing wedge. AllStreet targets a client segment — affluent millennials and Gen X business owners — that large retail brokerages often service with commission-heavy insurance and annuity sales. By operating virtually, charging flat fees, and embedding tax planning as a core competency rather than an ancillary service, the firm positions itself as an alternative to both traditional wirehouses and the growing cohort of AUM-based digital advisors.
General information
Firm type
Bank / Wealth / Trust
Year founded
2020
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Carmel
Corporate office
Carmel, IN, United States
Principals
Thomas Kopelman
Co-Founder, Lead Financial Planner
Treyton DeVore
Co-Founder, Financial Planner
Ryan Nelson
Enrolled Agent, Financial Planner
Darlene Parker
Director of Operations
Sector focus
Frequently asked questions
How does AllStreet Wealth charge for financial planning?
AllStreet operates on a flat-fee subscription model rather than charging a percentage of assets under management. This structure is designed to separate the cost of advice from the size of a client's portfolio, which the firm argues better aligns incentives for younger accumulators. The approach avoids the asset-based fees common among traditional wealth managers.
What is the firm's approach to tax planning?
Tax optimization is a core component of AllStreet's service. In September 2023, the firm hired Ryan Nelson, an enrolled agent, to handle personal and business tax planning in-house. The planning process explicitly focuses on tax-efficient investing and withdrawal strategies for business owners and high-income professionals.
Who runs investment decisions at AllStreet Wealth?
Thomas Kopelman, co-founder and lead financial planner, oversees the firm's financial planning and investment management processes. He has been recognized by Business Insider and Investopedia for his advisory work. Co-founder Treyton DeVore also serves as a financial planner, with the small team size suggesting a collaborative, rather than siloed, approach to portfolio decisions.
Does AllStreet Wealth serve clients outside Indiana?
Yes, AllStreet is a virtual practice serving clients nationwide. The firm maintains a physical office in Carmel, Indiana, but its advisory relationships are conducted remotely across the United States. This virtual-first model eliminates geographic constraints on its client base.
What demographic does AllStreet Wealth target?
AllStreet explicitly targets high-income business owners and founders between ages 30 and 50. The firm's marketing and service model are built around the financial complexities this demographic faces — equity compensation, business exits, and household cash flow optimization — which it argues are underserved by traditional retiree-focused advisory practices.
What custodians and technology platforms does AllStreet use?
The firm uses Charles Schwab for custody and lists Altruist, AdvicePay, and RightCapital among its core technology platforms. This stack supports its virtual, flat-fee advisory model with portfolio management, billing, and financial planning capabilities.
How is AllStreet related to Creatorbread or Converting Attention?
Co-founder Treyton DeVore operates two external projects: Creatorbread, a blog focused on financial independence for self-employed creatives, and Converting Attention, a consultancy that helps financial advisors improve their brand and online presence. These are separate ventures from the AllStreet Wealth advisory business, though they share DeVore's personal brand and expertise.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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