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INDEPENDENCE WEALTH ADVISORS INC.

Advisory

N·MCLEAN, VA

Data as of May 3, 2024 · Source: SEC Form ADV

Total AUM

$220M

1-Year AUM Growth

+7.4%

3-Year CAGR

+3.6%

Employees

1

Assets Under Management

Total AUM$220M

Discretionary AUM$204M

Non-Discretionary AUM$16M

Discretionary %92.6%

Total Clients134

Team

Total Employees1

Investment Advisers4

Employee Growth (1Y)-66.7%

Filing History

Total Filings on Record42

First FilingNov 1, 2006

Latest FilingMay 3, 2024

🔒 Full AUM trend chart and 42 historical filings spanning 18+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on INDEPENDENCE WEALTH ADVISORS INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.