INDEPENDENT WEALTH MANAGEMENT, LLC
CRD #124242 SEC #801-120528 TRAVERSE CITY, MI 231-929-1086
SEC Registered
Total AUM
$175.4M
Discretionary
$160.6M
Employees
5
Clients
101
Accounts
506
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $175.4M | $160.6M | $14.8M | 5 | 9 |
| Sep 2024 | $161.7M | $150.5M | $11.2M | 5 | 9 |
| Jan 2024 | $161.7M | $150.5M | $11.2M | 5 | 9 |
| Jan 2023 | $139.2M | $130.6M | $8.6M | 5 | 8 |
| Nov 2022 | $153.1M | $143.7M | $9.4M | 5 | 8 |
| Jan 2022 | $153.1M | $143.7M | $9.4M | 5 | 8 |
| May 2021 | $124M | $114M | $9.9M | 5 | 8 |
| Feb 2021 | $124M | $114M | $9.9M | 5 | 8 |
| Feb 2012 | $64.7M | $63.6M | $1.1M | 1 | 200 |
| Feb 2012 | $43.5M | $42.4M | $1.1M | 1 | 200 |
| Jun 2011 | $43.5M | $42.4M | $1.1M | 5 | -- |
| Mar 2011 | $43.5M | $42.4M | $1.1M | 5 | -- |
| Feb 2011 | $35.7M | $35M | $698.8K | 5 | -- |
| Jan 2011 | $35.7M | $35M | $698.8K | 5 | -- |
DateJan 2025
Total AUM$175.4M
Discretionary$160.6M
Non-Disc.$14.8M
Employees5
Clients9
DateSep 2024
Total AUM$161.7M
Discretionary$150.5M
Non-Disc.$11.2M
Employees5
Clients9
DateJan 2024
Total AUM$161.7M
Discretionary$150.5M
Non-Disc.$11.2M
Employees5
Clients9
DateJan 2023
Total AUM$139.2M
Discretionary$130.6M
Non-Disc.$8.6M
Employees5
Clients8
DateNov 2022
Total AUM$153.1M
Discretionary$143.7M
Non-Disc.$9.4M
Employees5
Clients8
DateJan 2022
Total AUM$153.1M
Discretionary$143.7M
Non-Disc.$9.4M
Employees5
Clients8
DateMay 2021
Total AUM$124M
Discretionary$114M
Non-Disc.$9.9M
Employees5
Clients8
DateFeb 2021
Total AUM$124M
Discretionary$114M
Non-Disc.$9.9M
Employees5
Clients8
DateFeb 2012
Total AUM$64.7M
Discretionary$63.6M
Non-Disc.$1.1M
Employees1
Clients200
DateFeb 2012
Total AUM$43.5M
Discretionary$42.4M
Non-Disc.$1.1M
Employees1
Clients200
DateJun 2011
Total AUM$43.5M
Discretionary$42.4M
Non-Disc.$1.1M
Employees5
Clients--
DateMar 2011
Total AUM$43.5M
Discretionary$42.4M
Non-Disc.$1.1M
Employees5
Clients--
DateFeb 2011
Total AUM$35.7M
Discretionary$35M
Non-Disc.$698.8K
Employees5
Clients--
DateJan 2011
Total AUM$35.7M
Discretionary$35M
Non-Disc.$698.8K
Employees5
Clients--