Overview
Assets Under Management: $195 million
Headquarters: CARY, NC
High-Net-Worth Clients: 133
Average Client Assets: $1 million
Frequently Asked Questions
INDEPENDENT WEALTH ADVISORS, LLC 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 #328786), INDEPENDENT WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
INDEPENDENT WEALTH ADVISORS, LLC is headquartered in CARY, NC.
INDEPENDENT WEALTH ADVISORS, LLC serves 133 high-net-worth clients according to their SEC filing dated February 26, 2026. View client details ↓
According to their SEC Form ADV, INDEPENDENT WEALTH ADVISORS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
INDEPENDENT WEALTH ADVISORS, LLC manages $195 million in client assets according to their SEC filing dated February 26, 2026.
According to their SEC Form ADV, INDEPENDENT WEALTH ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 133
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.32
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 432
Discretionary Accounts: 432
Regulatory Filings
CRD Number: 328786
Filing ID: 2056438
Last Filing Date: 2026-02-26 09:14:12