Adviser Profile
| As of Date | 06/27/2026 |
| Registration status | Registration Changed to INDEPENDENT WEALTH MANAGEMENT LLC |
| ADV Location | KENOSHA, WI, United States |
| Contact Info | 262 xxxxxxx |
| Websites |
| AUM* | 107,087,243 26% |
| of that, discretionary | 107,022,047 34% |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 209,975 36% |
| % High Net Worth | 16.99% 1% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds