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| Independence Wealth Advisors LLC
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|---|---|
| CRD # | 306236 |
| SEC # | 801-130211 |
| CIK # | 0002001765, 0001732846 |
| AUM | 210.3 M (2026-06-11) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 216-268-3888 |
| Address | 6100 Oak Tree Blvd South Independence, OH 44131 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Trebia Acquisition Corp | 33.6 | |
| SPDR Gold Trust | 6.8 | |
| Apple Inc | 1.8 | |
| Alphabet Inc | 1.7 | |
| Microsoft Corp | 1.6 | |
| Taiwan Semiconductor Manufacturing Co Ltd | 1.3 | |
| Facebook Inc | 1.2 | |
| Visa Inc | 1.2 | |
| Amazon Com Inc | 1.1 | |
| Alphabet Inc | 1.1 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 327 | 117.2 |
| (b) Individuals (high net worth individuals) | 52 | 93.1 |
| (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 | 0.0 |
| (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 | 1,113 | 210.3 |
| By Discretionary | ||
| Discretionary | 1,113 | 210.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,113 | 210.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 210.3 | |
| Total | 1,113 | 210.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001732846] | |
| 13F-HR | [0002001765] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 3 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Albert D Mason Inc
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|
MA | 210.6 M |
|
KDT Advisors LLC
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|
Baring Financial LLC
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|
Mark Gillam Enterprises
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|
Succession Financial Inc
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TX | 210.3 M |
|
Smart Portfolios LLC
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WA | 210.3 M |
|
Atlantic Family Wealth LLC
✚
|
FL | 210.1 M |
|
Daniel Investment Group Inc
✚
|
MI | 210.1 M |
|
CornerStone Securities LLC
✚
|
KS | 210.0 M |
|
Huffman & Ross Wealth Management LLC
✚
|
WV | 210.0 M |