Overview
Assets Under Management: $220 million
Headquarters: MCLEAN, VA
High-Net-Worth Clients: 66
Average Client Assets: $387,728
Frequently Asked Questions
INDEPENDENCE WEALTH ADVISORS INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #142195), INDEPENDENCE WEALTH ADVISORS INC. is subject to fiduciary duty under federal law.
INDEPENDENCE WEALTH ADVISORS INC. is headquartered in MCLEAN, VA.
INDEPENDENCE WEALTH ADVISORS INC. serves 66 high-net-worth clients according to their SEC filing dated March 18, 2025. View client details ↓
According to their SEC Form ADV, INDEPENDENCE WEALTH ADVISORS INC. offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
INDEPENDENCE WEALTH ADVISORS INC. manages $220 million in client assets according to their SEC filing dated March 18, 2025.
According to their SEC Form ADV, INDEPENDENCE WEALTH ADVISORS INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 66
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 11.64
Average High-Net-Worth Client Assets: $387,728
Total Client Accounts: 475
Discretionary Accounts: 464
Non-Discretionary Accounts: 11
Regulatory Filings
CRD Number: 142195
Filing ID: 1961598
Last Filing Date: 2025-03-18 19:01:00
Website: https://inwealthinc.com