ISADORE PRIVATE WEALTH, LLC

ISADORE PRIVATE WEALTH, LLC of TRAVERSE CITY, MI is an SEC-registered investment adviser (CRD 172107). Regulatory assets under management: $11.6M.

Registration

• CRD: 172107
• Type: Registered investment adviser
• Location: 13561 S. WEST BAY SHORE DR., TRAVERSE CITY, MI, 49684
• Phone: (231) 922-9905
• Latest filing: 2026-03-16
• Regulatory AUM: $11.6M
• Discretionary AUM: $11.6M
• Clients: 1
• Accounts: 88

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 172107 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search