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INDEPENDENT WEALTH MANAGEMENT, LLC

TRAVERSE CITY, MI · CRD 124242 · IAPD ↗ · 231-929-1086

$203.0MRegulatory AUM
3Advisory reps
3Employees
10Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
October 2024 — INDEPENDENT WEALTH MANAGEMENT, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.