Independence Wealth Advisors Inc

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Assets, Funds, Holdings

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Independence Wealth Advisors Inc
CRD #142195
SEC #801-67291
CIK #0001732846
AUM $202.4 MM (2024-05-03)
Employees 4 (25% Investors, 0% Brokers)
Phone703-752-6000
Address6731 Whittier Avenue
Mclean, VA 22101
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
2502001501005002005201120182025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 62 29.4
(b) Individuals (high net worth individuals) 69 163.4
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 9.6
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 469 202.4
By Discretionary
Discretionary 458 188.1
Non-Discretionary 11 14.3
Total 469 202.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 202.4
Total 469 202.4
EDGAR Form CIK 2011 - 2024
13F-HR [0001732846]
Comparable Firms State AUM ($BB)
Cooper Capital Advisors LLC
CA 0.2
Melone Private Wealth LLC
MI 0.2
Roosevelt Capital Management LLC
TX 0.2
Sutterfield Financial Group Inc
OK 0.2
Universal Financial Advisors LLC
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
GA 0.2
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