# AllStreet Wealth AllStreet Wealth is a Bank / Wealth / Trust based in Carmel, United States. ## Overview - **Organization type:** Bank / Wealth / Trust - **Headquarters:** Carmel, United States - **Region:** North America - **Address:** Carmel, IN, United States - **Founded:** 2020 - **Assets under management:** Undisclosed - **Website:** allstreetwealth.com - **LinkedIn:** https://www.linkedin.com/company/allstreetwealth ## Regulatory record - **CRD number:** 309689 - **Registration status:** Registered - **Reports private funds:** No - **IAPD record:** https://adviserinfo.sec.gov/firm/summary/309689 ## About 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. ## Sectors - FinTech - Media & Entertainment ## People - Thomas Kopelman — Co-Founder, Lead Financial Planner - Treyton DeVore — Co-Founder, Financial Planner - Ryan Nelson — Enrolled Agent, Financial Planner - Darlene Parker — Director of Operations ## 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. ### 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. ## Related profiles - [Allstate Corporation](https://altss.com/profile/allstate-corporation) - [Ally Bank](https://altss.com/profile/ally-bank) --- Last updated: 2026-06-03T20:00:00.000Z Canonical page: https://altss.com/profile/allstreet-wealth Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology