No longer SEC-registered. Independence Wealth Advisors Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$219.8M
Employees
4
Accounts
475
Location
McLean, VA
Independence Wealth Advisors Inc. assets under management
Independence Wealth Advisors Inc. is a registered investment adviser overseen by the SEC based in McLean, VA. It reports $219.8 million in regulatory assets under management and employs 4 people.
How much does Independence Wealth Advisors Inc. manage?
Independence Wealth Advisors Inc. reports $219.8 million in regulatory assets under management on its Form ADV.
How many employees does Independence Wealth Advisors Inc. have?
Independence Wealth Advisors Inc. reports 4 employees.
Where is Independence Wealth Advisors Inc. located?
Independence Wealth Advisors Inc. is based in McLean, VA.
Does Independence Wealth Advisors Inc. disclose fund performance?
Independence Wealth Advisors Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.