INDEPENDENT WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$203,006,142
Discretionary
$183,700,370
Non-discretionary
$19,305,772
Firm details
- CRD number
- 124242
- SEC file number
- 801-120528
- Main office
- TRAVERSE CITY, MI, United States
- Employees
- 3
- SEC status
- Approved
- Website
- HTTPS://WWW.FACEBOOK.COM/IWMUSA/
- Fee structure
-
Percentage of AUM Hourly Fixed fees Other
As of November 2026.