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Isadore Private Wealth, LLC

Isadore Private Wealth, LLC. CRD 172107

I

CRD: 172107

Isadore Private Wealth, LLC

Traverse City, MI, 49684
2319229905
www.isadoreprivatewealth.com
$11.6M Total AUM
$11.6M Disc. AUM
-- 3Y CAGR
1 Employees
58 ADV. Clients
11 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Morgan Stanley
Clients
Retail
Platforms
Element
Established Date
10-21-2014
Office Locations
1

Office Locations

13561 S. West BAY Shore Dr. Suite 200 Traverse City MI

About Isadore Private Wealth, LLC

Isadore Private Wealth is an independent, fee-only RIA providing investment management and financial planning for individuals, with plans stress-tested against “what if” scenarios to support retirement and other goals. The firm focuses on long-term compounding through value investing in high-quality, undervalued stocks with a margin-of-safety mindset, and avoids managed money programs and third-party mutual-fund solutions that add costs.

Team overview

43 AVG AGE
$11.6M AVG AUM / ADVISOR
$200.7K AVG AUM / CLIENT
11.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age

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Asset Classes

Legacy bridge Catalyst

Custodian

Pathway

Investment Vehicles

Bridge

Services

Radial Harbor value

Technology

Ridge crest

Owner & Executives

NEIL EDWARD WITKOWSKI

NEIL EDWARD WITKOWSKI

Chief Executive Officer, Chief Investment Officer, Founder, Managing Member

CRD
#4417159
Ownership
75% or more
(962) 585-2238
north.pioneer@signalcapital.com
in linkedin.com/in/momentum-horizon

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $11,638,370 --
Non-Discretionary $0 --
Total $11,638,370 --

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Separately Managed Accounts

Total SMA Asset: $11,638,370

$11.6M Total SMA
Public Funds:
36.1%
Equity - Exchange:
18.1%
Corporate - Investment Grade:
24.1%
Cash:
21.7%
Asset class Assets Assets %
Public Funds $2,750,106,630 36.1%
Equity - Exchange $1,378,862,327 18.1%
Corporate - Investment Grade $1,835,943,761 24.1%
Cash $1,653,111,187 21.7%
Total $7,618,023,905 100.0%

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