INDEPENDENT WEALTH MANAGEMENT, LLC of TRAVERSE CITY, MI is an SEC-registered investment adviser (CRD 124242). Regulatory assets under management: $203.0M.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Stephen Michael Fisher | MANAGING MEMBER | — |
| Jay Brant Berger | MEMBER | — |
| Scott C Hackney | MEMBER, CHIEF COMPLIANCE OFFICER | — |
| BERGER JAY BRANT | CHIEF COMPLIANCE OFFICER; MEMBER; PRINCIPAL/INVESTMENT ADVISER REPRESENTATIVE | — |
| FISHER STEPHEN MICHAEL | MANAGING MEMBER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| HACKNEY SCOTT C | MEMBER; MEMBER, CHIEF COMPLIANCE OFFICER | — |