Falists
← Back to search

INDEPENDENCE WEALTH ADVISORS, LLC

CRD 306236 · SEC 801-130211

Visit website

6100 OAK TREE BLVD SOUTH, SUITE 130, INDEPENDENCE, OH, 44131, United States

Phone

216-268-3888

Fax

216-472-8700

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$210.3M

Discretionary AUM

$210.3M

Team

5 total employees; 5 advisory reps; 3 broker-dealer reps

Clients

251-500

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-06-11

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals327$117.2M
High net worth individuals52$93.1M

States served

OH, TX, FL

All web addresses on file

Official SEC filing: View on IAPD