# INDEPENDENT WEALTH MANAGEMENT LLC

INDEPENDENT WEALTH MANAGEMENT LLC of KENOSHA, WI is an SEC-registered investment adviser.

## Registration

- CRD: 146633
- Type: SEC-registered investment adviser
- SEC file number: 801-135737
- Location: 6123 GREEN BAY RD, SUITE 200, KENOSHA, WI, 53142
- Phone: 262-656-1141
- Latest filing: 2026-07-08
- Regulatory AUM: $107.1M
- Discretionary AUM: $107.0M
- Non-discretionary AUM: $65K
- Clients: 3
- Accounts: 510

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| David Paul Jordan | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER; PRESIDENT & CHIEF COMPLIANCE OFFICER; PRESIDENT & CHIEF COMPLIANCE OFFICER (SOLE PROPRIETOR) | — |
| Terry Lynn Backmann | INVESTMENT ADVISOR REPRESENTATIVE (NO LONGER AN OWNER) | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/146633/brochure
- Similar advisers: https://search.stillhousedata.com/firm/146633/similar
- Related entities: https://search.stillhousedata.com/firm/146633/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/146633

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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.