SEC Form ADV

INDEPENDENT WEALTH MANAGEMENT, LLC

Registered Investment AdviserMI
$203.0M
Assets Under Management
510
Total Clients
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Registration Details

Accession
CRD-124242
Location
TRAVERSE CITY, MI
Filing Date
May 21, 2026
AUM
$203.0M
Total Clients
510
Amendment
No

About this Adviser

INDEPENDENT WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in TRAVERSE CITY, MI, managing approximately $203.0M in assets across 510 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.