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INDEPENDENT WEALTH MANAGEMENT, LLC
CRD 124242 · SEC 801-120528
236 1/2 E. FRONT ST, TRAVERSE CITY, MI, 49684, United States
Phone
231-929-1086
Fax
231-346-5959
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$203.0M
Discretionary AUM
$183.7M
Team
3 total employees; 3 advisory reps; 10 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees; SOLICITOR FEES FOR ASSETS MANAGED BY OTHER INVESTMENT ADVISORS
Org form
Limited Liability Company
Filing date
2026-05-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 115 | $47.3M |
| High net worth individuals | 61 | $155.3M |
States served
MI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD