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INDEPENDENT WEALTH, LLC

CRD 310050

Visit website

66 WEST FLAGLER STREET, SUITE 900 - #6958, MIAMI, FL, 33130, United States

Phone

312-543-1513

Fax

Registration

— (—)

Source

State registered

Total AUM

Discretionary AUM

Team

1 total employees; 1 advisory reps; 11 broker-dealer reps

Clients

11-25

Fees

Hourly charges; Fixed fees; SUBSCRIPTION FEES

Org form

Limited Liability Company

Filing date

2026-01-22

Disciplinary history

No

Services

Financial planning

All web addresses on file

Official SEC filing: View on IAPD