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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Michigan
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 29, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BERGER, JAY, BRANT | I | CHIEF COMPLIANCE OFFICER | C | Control |
| BERGER, JAY, BRANT | I | CHIEF COMPLIANCE OFFICER | C | Control |
| BERGER, JAY, BRANT | I | CHIEF COMPLIANCE OFFICER | C | Control |
| BERGER, JAY, BRANT | I | CHIEF COMPLIANCE OFFICER | C | Control |
| BERGER, JAY, BRANT | I | CHIEF COMPLIANCE OFFICER | C | Control |
| BERGER, JAY, BRANT | I | CHIEF COMPLIANCE OFFICER | C | Control |
| BERGER, JAY, BRANT | I | MEMBER | C | Control |
| BERGER, JAY, BRANT | I | MEMBER | C | Control |
| BERGER, JAY, BRANT | I | MEMBER | C | Control |
| BERGER, JAY, BRANT | I | MEMBER | C | Control |
| BERGER, JAY, BRANT | I | MEMBER | C | Control |
| BERGER, JAY, BRANT | I | MEMBER | C | Control |
| BERGER, JAY, BRANT | I | MEMBER | C | Control |
| BERGER, JAY, BRANT | I | MEMBER | C | Control |
| BERGER, JAY, BRANT | I | MEMBER | C | Control |
| FISHER, STEPHEN, MICHAEL | I | MANAGING MEMBER | C | Control |
| FISHER, STEPHEN, MICHAEL | I | MANAGING MEMBER | C | Control |
| FISHER, STEPHEN, MICHAEL | I | MANAGING MEMBER | C | Control |
| FISHER, STEPHEN, MICHAEL | I | MANAGING MEMBER | C | Control |
| FISHER, STEPHEN, MICHAEL | I | MANAGING MEMBER | C | Control |
| FISHER, STEPHEN, MICHAEL | I | MANAGING MEMBER | C | Control |
| FISHER, STEPHEN, MICHAEL | I | MANAGING MEMBER | C | Control |
| FISHER, STEPHEN, MICHAEL | I | MANAGING MEMBER | C | Control |
| FISHER, STEPHEN, MICHAEL | I | MANAGING MEMBER | C | Control |
| FISHER, STEPHEN, MICHAEL | I | MANAGING MEMBER | C | Control |
| FISHER, STEPHEN, MICHAEL | I | MANAGING MEMBER | C | Control |
| FISHER, STEPHEN, MICHAEL | I | MANAGING MEMBER | C | Control |
| FISHER, STEPHEN, MICHAEL | I | MANAGING MEMBER | C | Control |
| FISHER, STEPHEN, MICHAEL | I | MANAGING MEMBER | C | Control |
| FISHER, STEPHEN, MICHAEL | I | MANAGING MEMBER | C | Control |
| HACKNEY, SCOTT, C | I | MEMBER | C | Control |
| HACKNEY, SCOTT, C | I | MEMBER | C | Control |
| HACKNEY, SCOTT, C | I | MEMBER | C | Control |
| HACKNEY, SCOTT, C | I | MEMBER | C | Control |
| HACKNEY, SCOTT, C | I | MEMBER | C | Control |
| HACKNEY, SCOTT, C | I | MEMBER | C | Control |
| HACKNEY, SCOTT, C | I | MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| HACKNEY, SCOTT, C | I | MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| HACKNEY, SCOTT, C | I | MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| HACKNEY, SCOTT, C | I | MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| HACKNEY, SCOTT, C | I | MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| HACKNEY, SCOTT, C | I | MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| HACKNEY, SCOTT, C | I | MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| HACKNEY, SCOTT, C | I | MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| HACKNEY, SCOTT, C | I | MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
Registrations
Federal
IA
Jan 29, 2025 REGISTERED
Notice Filings (3)
FL MI TX
Address
236 1/2 E. FRONT STTRAVERSE CITY, MI 49684
United States
Phone: 231-929-1086