# INDEPENDENT WEALTH MANAGEMENT, LLC

INDEPENDENT WEALTH MANAGEMENT, LLC of TRAVERSE CITY, MI is an SEC-registered investment adviser.

## Registration

- CRD: 124242
- Type: SEC-registered investment adviser
- SEC file number: 801-120528
- Location: 236 1/2 E. FRONT ST, TRAVERSE CITY, MI, 49684
- Phone: 231-929-1086
- Latest filing: 2026-05-21
- Regulatory AUM: $203.0M
- Discretionary AUM: $183.7M
- Non-discretionary AUM: $19.3M
- Clients: 3
- Accounts: 510

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (6)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/124242/brochure
- Similar advisers: https://search.stillhousedata.com/firm/124242/similar
- Related entities: https://search.stillhousedata.com/firm/124242/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/124242

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.