Overview
Assets Under Management: $175 million
Headquarters: TRAVERSE CITY, MI
High-Net-Worth Clients: 53
Average Client Assets: $2 million
Frequently Asked Questions
INDEPENDENT WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #124242), INDEPENDENT WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
INDEPENDENT WEALTH MANAGEMENT, LLC is headquartered in TRAVERSE CITY, MI.
INDEPENDENT WEALTH MANAGEMENT, LLC serves 53 high-net-worth clients according to their SEC filing dated January 29, 2025. View client details ↓
According to their SEC Form ADV, INDEPENDENT WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
INDEPENDENT WEALTH MANAGEMENT, LLC manages $175 million in client assets according to their SEC filing dated January 29, 2025.
According to their SEC Form ADV, INDEPENDENT WEALTH MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 53
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.19
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 506
Discretionary Accounts: 501
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 124242
Last Filing Date: 2025-01-29 00:00:00
Website: https://iwmusa.com