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| Happy Holidays!! thanks for using AUM13F!! |
| Independent Wealth Management LLC
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| CRD # | 124242 |
| SEC # | 801-120528 |
| CIK # | |
| AUM | $175.4 M (2025-01-29) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 231-929-1086 |
| Address | 236 1/2 E Front St Traverse City, MI 49684 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 128 | 48.4 |
| (b) Individuals (high net worth individuals) | 53 | 126.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 506 | 175.4 |
| By Discretionary | ||
| Discretionary | 501 | 160.6 |
| Non-Discretionary | 5 | 14.8 |
| Total | 506 | 175.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 175.4 | |
| Total | 506 | 175.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Capital CS Group LLC
✚
|
CA | 0.2 |
|
Elevation Wealth Management LLC
✚
|
0.2 | |
|
Pilotage Private Wealth AG
✚
|
0.2 | |
|
Colman Knight Advisory Group LLC
✚
|
MA | 0.2 |
|
Genesis Wealth Advisors LLC
✚
|
MA | 0.2 |
|
Capital Portfolio Management LLC
✚
|
KS | 0.2 |
|
Lifegoal Wealth Advisors LLC
✚
|
0.2 | |
|
CornerStone Securities LLC
✚
|
KS | 0.2 |
|
CAVU Wealth Management Inc
✚
|
CA | 0.2 |
|
Oregon Pacific Wealth Management LLC
✚
|
OR | 0.2 |