| Name | Title | Ownership | Since |
|---|---|---|---|
| Jay Brant Berger Control | Member | 25-50% | 2010 |
| Scott C Hackney Control | Member, Chief Compliance Officer | 25-50% | 2009 |
| Stephen Michael Fisher Control | Managing Member | 25-50% | 1998 |
Independent Wealth Management, LLC reports $203 million in regulatory assets under management on its Form ADV.
Independent Wealth Management, LLC reports 3 employees.
Independent Wealth Management, LLC is based in Traverse City, MI and has been SEC-registered since 2021.
Independent Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 236 1/2 E. Front St, Traverse City, MI 49684 |
| Phone | 231-929-1086 |
| Fax | 231-346-5959 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $183.7M |
| Non-discretionary | $19.3M |
| Total (RAUM) | $203M |