SEC Form ADV

INDEPENDENCE WEALTH ADVISORS, LLC

Registered Investment AdviserOH
$210.3M
Assets Under Management
1,113
Total Clients
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Registration Details

Accession
CRD-306236
Location
INDEPENDENCE, OH
Filing Date
April 28, 2026
AUM
$210.3M
Total Clients
1,113
Amendment
No

About this Adviser

INDEPENDENCE WEALTH ADVISORS, LLC is a registered investment adviser headquartered in INDEPENDENCE, OH, managing approximately $210.3M in assets across 1,113 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.