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ISADORE PRIVATE WEALTH, LLC
CRD 172107
13561 S. WEST BAY SHORE DR., SUITE 200, TRAVERSE CITY, MI, 49684, United States
Phone
(231) 922-9905
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$11.6M
Discretionary AUM
$11.6M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 51 | $7.5M |
| High net worth individuals | 7 | $4.2M |
All web addresses on file
Official SEC filing: View on IAPD