INDEPENDENT WEALTH MANAGEMENT LLC
Doing business as JORDAN FINANCIAL LIFE PLANNING. SEC Form ADV profile.
Total regulatory AUM
$107,087,243
Discretionary
$107,022,047
Non-discretionary
$65,196
Firm details
- CRD number
- 146633
- SEC file number
- 801-135737
- Main office
- KENOSHA, WI, United States
- Employees
- 3
- SEC status
- Approved
- Website
- HTTP://WWW.JORDANFINANCIAL.BIZ
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.