INDEPENDENCE WEALTH ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$210,302,903
Discretionary
$210,302,903
Non-discretionary
$0
Firm details
- CRD number
- 306236
- SEC file number
- 801-130211
- Main office
- INDEPENDENCE, OH, United States
- Employees
- 5
- SEC status
- Approved
- Website
- https://www.iwadirect.com
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.