Universe · entity

INDEPENDENT WEALTH MANAGEMENT, LLC

RIA / family office (Form ADV) · CRD 124242
Form ADV profile

AUM: $203M

Location: TRAVERSE CITY, MI

Disclosure:

Full ADV on IAPD ↗

Source: iapd_form_adv · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.