Independent Wealth Management, LLC

EST. AUM
$203,006,142

CONTACTS
3

CLIENT ACCOUNTS
510

Firm Details

Metro area Grand Rapids
CRD Number 124242
Website iwmusa.com
Client types

Overview

IWM is a Fee-Only advisory firm focused on simplifying wealth management for clients. They adhere to a fiduciary duty, ensuring unbiased and objective advice and portfolio management. IWM does not accept commissions, referral fees, or rebates, instead relying solely on fees paid directly by clients. Their approach emphasizes transparent and ethical financial guidance, placing client financial well-being and peace of mind at the forefront of their services.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Independent Wealth Management, LLC

Platform Details

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