Independent Wealth Management

Have updates for this profile? Please contribute data

= Subscriber Access Only

You are viewing a preview of this profile. Request a Preqin Pro demo for full access to all profiles and underlying data.

With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers.

Independent Wealth Management — overview

Assets Under Management

Type

Wealth Manager

Location

Traverse City, MI, US

Alternative Asset Classes

-

About

Independent Wealth Management is a Michigan-based wealth manager and registered investment adviser. The firm provides investment advisory services on both a discretionary and non-discretionary basis. Its offers investment management and financial planning services to individuals, high-net-worth individuals, pension & profit sharing plans, trusts, estates, charitable organizations, and corporations.

Independent Wealth Management - known decision makers (1)

Contact NamePositionLocationEmailTelephoneAsset Class
PartnerTraverse City, USGEN

Showing 1 of 1 known decision makers Independent Wealth Management

Preqin screens the most influential contacts in alternatives, so you only reach the key decision makers

Request a demo to see more

Time to go Pro

Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more.