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Independence Wealth Advisors Inc
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CRD # | 142195 |
SEC # | 801-67291 |
CIK # | 0001732846 |
AUM | $202.4 MM (2024-05-03) |
Employees | 4 (25% Investors, 0% Brokers) |
Phone | 703-752-6000 |
Address | 6731 Whittier Avenue Mclean, VA 22101 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 62 | 29.4 |
(b) Individuals (high net worth individuals) | 69 | 163.4 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 9.6 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 469 | 202.4 |
By Discretionary | ||
Discretionary | 458 | 188.1 |
Non-Discretionary | 11 | 14.3 |
Total | 469 | 202.4 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 202.4 | |
Total | 469 | 202.4 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001732846] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Cooper Capital Advisors LLC
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|
CA | 0.2 |
Melone Private Wealth LLC
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|
MI | 0.2 |
Roosevelt Capital Management LLC
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TX | 0.2 |
Sutterfield Financial Group Inc
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|
OK | 0.2 |
Universal Financial Advisors LLC
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|
MO | 0.2 |
Pinnacle Wealth Advisors Inc
✚
|
OR | 0.2 |
Magnolia Capital Management Ltd
✚
|
NY | 0.2 |
Signature Financial Services Ltd
✚
|
IL | 0.2 |
Austerra Wealth Management LLC
✚
|
TX | 0.2 |
Integras Partners LLC
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|
GA | 0.2 |