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JORDAN FINANCIAL LIFE PLANNING
Legal name: INDEPENDENT WEALTH MANAGEMENT LLC
CRD 146633File 801-135737
APPROVED
Retail clients
Filing as of Jul 8, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$107.1M
Bottom 25% of cohort (national)
Discretionary AUM
$107.0M
Non-discretionary $65K
Clients
206
510 accounts
Employees
3
Bottom 25% of cohort in WI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jun 25, 2026
- Principal office
- 6123 GREEN BAY RD, SUITE 200, KENOSHA, WI, 53142
- Phone
- 262-656-1141
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $107.1M
- Discretionary AUM
- $107.0M
- Non-discretionary AUM
- $65K
- Discretionary accounts
- 498
- Non-discretionary accounts
- 12
- Total accounts
- 510
- AUM per client
- $520K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $207K |
| High net worth individuals | 35 | $61.6M |
| Individuals (other than high net worth individuals) | 169 | $45.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.