Independent Wealth Management LLC
Independent Wealth Management LLC is an SEC-registered mass-market adviser with $107.1M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Independent Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 146633, data through 2026-06-17.
- AUM (assets under management / regulatory AUM)
- $107.1M (2026-06-17)
- Firm type
- Mass-Market Adviser
- Employees
- 3
- Clients
- 206
- CRD
- 146633
- Ownership
- BACKMANN, TERRY, LYNN; JORDAN, DAVID, PAUL
How much AUM does Independent Wealth Management LLC have?
Independent Wealth Management LLC reported $107.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-17).
Who owns Independent Wealth Management LLC?
Disclosed owners and executives of Independent Wealth Management LLC include BACKMANN, TERRY, LYNN, JORDAN, DAVID, PAUL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.