Isadore Private Wealth, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$11,638,370
Total clients
58
12% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
58
Average account size
$200,662
About
Isadore Private Wealth, LLC provides discretionary investment management through its Isadore Managed Account Program (IMAP) and offers project-based or hourly financial planning to individuals, families, trusts, charitable organizations, and small businesses. The firm reports approximately $11.6 million in discretionary assets under management as of December 2025 and charges fee-only, percentage-of-AUM advisory fees with ongoing portfolio monitoring and regular client reviews.
The investment process combines global intermarket analysis, a value-investing framework, and tactical portfolio design to identify a small number of high-conviction opportunities each year and to construct focused portfolios that typically lean toward equities. Advisors exercise discretionary trading authority within client guidelines, apply tactical asset allocation as conditions change, and generally limit single positions at purchase to no more than 10% of portfolio value with average position sizes of three to five percent.
A distinctive aspect of the firm is that its principal discloses affiliations outside the firm—ownership of Isadore Retirement Group, LLC and service as an investment adviser representative with another advisory firm—which the brochure notes may give rise to potential conflicts and which clients may accept or decline. The brochure also describes practices intended to align advisor and client interests (e.g., allocating advisor trades alongside client trades), states that the firm does not accept custody or vote client proxies, and notes that financial planning may be provided free to some advisory clients depending on complexity.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Active portfolio management
Real estate investing
Fee options
Minimum project fee of $1,200; project-based planning available at negotiated flat fee
$0 - $1,000,000: Up to 2% annually $1,000,001 - $5,000,000: $5,000,001+: Up to 1% annually
$175 per hour for limited scope financial planning
Fee-only: Fee-only practice; no commissions or referral fees accepted
Main office location
Isadore Private Wealth, LLC
13561 S. West Bay Shore Dr., Suite 200
Traverse City MI 49684, United States
Number of offices
1
Most active in
Isadore Private Wealth, LLC has reported serving >5 clients in these states in the last 12 months.
Michigan
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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