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Building 2INDEPENDENT WEALTH MANAGEMENT, LLC

Map pinTRAVERSE CITY, MI
Phone231-929-1086
NotebookSEC #801-120528
Total AUM
$203M
Employees
3
Clients
177

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
236 1/2 E. FRONT ST
TRAVERSE CITY
MI 49684
United States
Operating Hours
8:30 A.M. TO 5:00 P.M.
Monday - Friday
Phone
231-929-1086

ReceiptFinancials

Total AUM
$203M
Accounts
510
Discretionary
$183.7M
Accounts
503
Non-Discretionary
$19.3M
Accounts
7

ContactClients

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Individual Clients
115
AUM
$47.3M
HNW Individual Clients
61
AUM
$155.3M
Charitable Organization Clients
1
AUM
$409.2K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SOLICITOR FEES FOR ASSETS MANAGED BY OTHER INVESTMENT ADVISORS

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMITX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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