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 Oct 1, 2026

Regulatory AUM

$107.1M

Bottom 25% of cohort (national)

Discretionary AUM

$107.0M

Non-discretionary $65K

Clients

206

510 accounts

Employees

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
Website: HTTP://WWW.JORDANFINANCIAL.BIZ

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Jul 1, 2026	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “JORDAN FINANCIAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“JORDAN FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.

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.