RIA Intel›Advisers›Michigan›INDEPENDENT WEALTH MANAGEMENT, LLC

INDEPENDENT WEALTH MANAGEMENT, LLC

Advisory

N·TRAVERSE CITY, MI

Data as of Jan 22, 2026 · Source: SEC Form ADV

Total AUM
$203M
1-Year AUM Growth
0.0%
3-Year CAGR
+8.3%
Employees
3
Assets Under Management
Total AUM$203M
Discretionary AUM$184M
Non-Discretionary AUM$19M
Discretionary %90.5%
Total Clients176
Team
Total Employees3
Investment Advisers3
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record16
First FilingJun 9, 2009
Latest FilingJan 22, 2026
🔒 Full AUM trend chart and 16 historical filings spanning 17+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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