Fee-OnlyFinder

Independent Wealth Management, LLC

Financial planning in Traverse City, MI

SEC registeredNo commissions reported

Call (231) 929-1086Send a messageMap ↗

Public-record details

Address
236 1/2 E. Front St, Traverse City, MI 49684
Phone
(231) 929-1086
Listed under
Financial planning, Hourly fees, Flat / fixed fees, % of assets managed
CRD number
124242
Registration
SEC registered since 2021-03-16
Compensation (Form ADV 5.E)
Percentage of assets under management; Hourly charges; Fixed fees; Other (Solicitor Fees for Assets Managed by Other Investment Advisors)
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Portfolio management for individuals/small businesses; Selection of other advisers
Regulatory assets under management
$203.0 million
Accounts managed
510
Clients reported (Form ADV 5.D)
176
Individual / high-net-worth clients
115 / 61
Employees
3
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-05-21

SEC registered investment adviser, CRD 124242, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

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