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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Independent Wealth Advisors LLC
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|---|---|
| CRD # | 328786 |
| SEC # | 801-129370 |
| CIK # | |
| AUM | $151.5 M (2025-03-08) |
| Employees | 3 (100% Investors, 100% Brokers) |
| Phone | 919-749-7596 |
| Address | 167 E Chatham Street Cary, NC 27511 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 137 | 62.5 |
| (b) Individuals (high net worth individuals) | 44 | 89.1 |
| (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 | 373 | 151.5 |
| By Discretionary | ||
| Discretionary | 373 | 151.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 373 | 151.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 151.5 | |
| Total | 373 | 151.5 |
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|---|---|---|
|
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PA | 0.2 |
|
White WING Wealth Management LLC
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TX | 0.2 |
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CDKV Holdings LLC
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CO | 0.2 |
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Levatus LLC
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MA | 0.2 |
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FIG Financial Advisory Services Inc
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OK | 0.2 |
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RCW Management LLC
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FL | 0.2 |
|
Aznar Financial Advisors LLC
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|
0.2 | |
|
Greenbelt Investment Advisors LLC
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|
TX | 0.2 |
|
Scottsdale Wealth Planning Inc
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|
AZ | 0.2 |
|
GG Group Ventures LLC
✚
|
FL | 0.2 |