Independent Wealth Management, LLC
Independent Wealth Management, LLC is an SEC-registered wealth manager in Traverse City, MI with $203.0M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Independent Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 124242, SEC 801-120528, data through 2026-05-21.
- AUM (assets under management / regulatory AUM)
- $203.0M (2026-05-21)
- Firm type
- Wealth Manager
- Location
- Traverse City, MI
- Employees
- 3
- Clients
- 176
- CRD
- 124242
- Ownership
- HACKNEY, SCOTT, C; FISHER, STEPHEN, MICHAEL; BERGER, JAY, BRANT
How much AUM does Independent Wealth Management, LLC have?
Independent Wealth Management, LLC reported $203.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-21).
Who owns Independent Wealth Management, LLC?
Disclosed owners and executives of Independent Wealth Management, LLC include HACKNEY, SCOTT, C, FISHER, STEPHEN, MICHAEL, BERGER, JAY, BRANT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.