INDEPENDENT WEALTH MANAGEMENT, LLC

TRAVERSE CITY, Michigan·3 registered advisors·CRD# 124242

SEC# 801-1205280231-929-1086

01

Firm Overview

AUM

$162M

Regulatory assets under management

Employees

5

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Other: SOLICITOR FEES FOR ASSETS MANAGED BY OTHER INVESTMENT ADVISORS

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at INDEPENDENT WEALTH MANAGEMENT, LLC

3 registered advisors

Jay Brant Berger

TRAVERSE CITY, Michigan

Scott C Hackney

TRAVERSE CITY, Michigan

Stephen Michael Fisher

TRAVERSE CITY, Michigan

05

Office Locations

TRAVERSE CITY, Michigan

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Data sourced from SEC Form ADV filings. INDEPENDENT WEALTH MANAGEMENT, LLC (CRD# 124242) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.