INDEPENDENT WEALTH MANAGEMENT, LLC

236 1/2 E. Front St
Traverse City, Michigan 49684
Tel: 231-929-1086

About INDEPENDENT WEALTH MANAGEMENT, LLC

INDEPENDENT WEALTH MANAGEMENT, LLC, formally registered with the SEC as INDEPENDENT WEALTH MANAGEMENT, LLC. The firm was established in 03/16/2021. They have over 1 offices throughout the country.

INDEPENDENT WEALTH MANAGEMENT, LLC is a Traverse City, Michigan based Financial Planning firm with nearly $175,368,687 assets under management, offering retirement planning & investment advisory services to 506 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	124242
SEC#	801-120528
Assets Managed by Firm	$175,368,687
No. of Clients	506
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (SOLICITOR FEES FOR ASSETS MANAGED BY OTHER INVESTMENT ADVISORS)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	506	$175,368,687
Individuals (other than high net worth individuals)	128	$48,419,530
High net worth individuals	53	$126,599,775
Charitable organizations	Fewer than 5 clients	$349,382

More Retirement Planning firms in Traverse City, Michigan:

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JACKSON NATIONAL ASSET MANAGEMENT, LLC 1 Corporate Way Lansing, MI, 48951	$246,667,042,077	132	164
PLANTE MORAN FINANCIAL ADVISORS 3000 Town Center, Suite 100 Southfield, MI, 48075	$20,526,058,796	17010	134
OA PRIVATE CAPITAL 200 Monroe Avenue Nw, Suite 500 Grand Rapids, MI, 49503	$20,209,044,347	85	74
YOUSIF CAPITAL MANAGEMENT, LLC 39533 Woodward Ave, Suite 100 Bloomfield Hills, MI, 48304	$15,029,547,343	412	15
BRICKTOWN CAPITAL, LLC 600 E. Lafayette Blvd Detroit, MI, 48226	$11,989,880,000	105	31

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