|
⚲
|
| Keyboard |
| Independent Wealth Advisors LLC
✚
|
|
|---|---|
| CRD # | 328786 |
| SEC # | 801-129370 |
| CIK # | 0002136099 |
| AUM | 195.3 M (2026-06-22) |
| Employees | 4 (100% Investors, 75% Brokers) |
| Phone | 919-749-7596 |
| Address | 167 E Chatham Street Cary, NC 27511 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 11.4 | ||
| iShares Comex Gold Trust | 3.7 | ||
| iShares Silver Trust | 2.9 | ||
| Apple Inc | 1.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 123 | 39.5 |
| (b) Individuals (high net worth individuals) | 133 | 155.0 |
| (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 | 2 | 0.8 |
| (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 | 432 | 195.3 |
| By Discretionary | ||
| Discretionary | 432 | 195.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 432 | 195.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 195.3 | |
| Total | 432 | 195.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002136099] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 12 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Golden Gate Personal Financial Planning
✚
|
CA | 195.9 M |
|
JK Financial Inc
✚
|
TX | 195.8 M |
|
J2 Capital Management Inc
✚
|
MI | 195.7 M |
|
Ark Advisors LLC
✚
|
IL | 195.6 M |
|
Clark & Stuart Inc
✚
|
ME | 195.6 M |
|
Frazee Investment Consulting Inc
✚
|
TN | 195.5 M |
|
NorthStar Financial Advisors Inc
✚
|
195.3 M | |
|
Columbia River Financial Group LLC
✚
|
WA | 194.8 M |
|
Fenton Gregory Coleman
✚
|
MA | 194.8 M |
|
Michael Traxler Wealth Management LLC
✚
|
MN | 194.7 M |