RIA Intel›Advisers›Michigan›ISADORE PRIVATE WEALTH, LLC

ISADORE PRIVATE WEALTH, LLC

Advisory

TRAVERSE CITY, MI

Data as of Mar 16, 2026 · Source: SEC Form ADV

Average account

$132K

across 88 accounts

AUM per adviser

$12M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 16, 2026.

Total AUM

$12M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$12M

Discretionary AUM$12M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients58

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

58 clients

7 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MI

Closest by assets under management. All figures from Form ADV.

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$11M

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$11M

MIDDLE COAST INVESTING LLC

$12M

R.J. SUTTS & COMPANY

$11M

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