INDEPENDENT WEALTH ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$195,338,422
Discretionary
$195,338,422
Non-discretionary
$0
Firm details
- CRD number
- 328786
- SEC file number
- 801-129370
- Main office
- CARY, NC, United States
- Employees
- 4
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.