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| Independent Wealth Management LLC
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| |
|---|---|
| CRD # | 124242 |
| SEC # | 801-120528 |
| CIK # | |
| AUM | $161.7 MM (2024-01-28) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 231-929-1086 |
| Address | 236 1/2 E Front St Traverse City, MI 49684 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 134 | 48.9 |
| (b) Individuals (high net worth individuals) | 50 | 112.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.2 |
| (h) Charitable organizations | 0 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 518 | 161.7 |
| By Discretionary | ||
| Discretionary | 510 | 150.5 |
| Non-Discretionary | 8 | 11.2 |
| Total | 518 | 161.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 161.7 | |
| Total | 518 | 161.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
SFC Financial LLC
✚
|
MO | 0.2 |
|
Strategic Financial Management LLC
✚
|
NJ | 0.2 |
|
ORCA Investment Management LLC
✚
|
OR | 0.2 |
|
Legacy Asset Management Inc
✚
|
TX | 0.2 |
|
Kiker Wealth Management LLC
✚
|
GA | 0.2 |
|
DEW Point Capital Inc
✚
|
CA | 0.2 |
|
Maclean Capital Advisors LLC
✚
|
CA | 0.2 |
|
Motiv8 Investments LLC
✚
|
FL | 0.2 |
|
Woodmont Advisory Group Inc
✚
|
MS | 0.2 |
|
Pacifica Wealth Advisors Inc
✚
|
CA | 0.2 |