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Building 2INDEPENDENT WEALTH MANAGEMENT, LLC

Map pinTRAVERSE CITY, MI
Phone231-929-1086
NotebookSEC #801-70317
Total AUM
$64.7M
Employees
3
Clients
0

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
$64.7M
Accounts
433
Discretionary
$63.6M
Accounts
425
Non-Discretionary
$1.1M
Accounts
8

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MI

HandshakeAffiliates

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

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