Investment adviser · CRD 146633
JORDAN FINANCIAL LIFE PLANNING
Investment adviser filing (IA)
INDEPENDENT WEALTH MANAGEMENT LLC
KENOSHA, WI, United States · Form ADV filed Jul 8, 2026
- Regulatory AUM
- $107M Form ADV · Item 5.F
- Client accounts
- 510 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 35 | $61,589,726 | 57.5% |
| Individuals | 169 | $45,290,375 | 42.3% |
| Charities | Fewer than 5 | $207,142 | 0.2% |
Filing source
Form ADV 2118222 · Jul 8, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 8, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
6123 GREEN BAY RD, SUITE 200KENOSHA, WI, 53142, United States
CRD 146633
Filing source
Form ADV 2118222 · Jul 8, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.