Independent Wealth Management, LLC

Independent Wealth Management, LLC (CRD# 124242) is a financial advisory firm headquartered in Traverse City, MI. They manage $161,682,179 in 518 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
236 1/2 E. Front St, Traverse City, MI 49684
http://www.iwmusa.com
By the Numbers
  • Total Assets Under Management
    162
    MILLION
  • Total Number of Accounts
    518
    ACCOUNTS
  • Average Account Value
    $312,128
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MI

Financial Advisors at Independent Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Stephen Fisher, financial advisor Traverse City MI
Stephen M. Fisher
CRD#: 2910130
236 1/2 E. Front St, Traverse City, MI 49684

Stephen Fisher (CRD# 2910130) is an Investment Advisor Representative working at Independent Wealth Management, LLC in Traverse City, MI and has over 26 years of experience in the finance industry.

2
Scott Hackney, financial advisor Traverse City MI
Scott C. Hackney
CRD#: 2148253
236 1/2 E. Front St, Traverse City, MI 49684

Scott Hackney (CRD# 2148253) is an Investment Advisor Representative working at Independent Wealth Management, LLC in Traverse City, MI and has over 32 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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