SEC Form ADV

INDEPENDENCE WEALTH ADVISORS, LLC

Registered Investment AdviserOH
$210.3M
Assets Under Management
3
Total Clients
5
Employees
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Registration Details

Accession
crd-306236
Location
INDEPENDENCE, OH
Filing Date
June 11, 2026
AUM
$210.3M
Total Clients
3
Employees
5
Amendment
No

Client Types

IndividualsHNW Individuals

About this Adviser

INDEPENDENCE WEALTH ADVISORS, LLC is a registered investment adviser headquartered in INDEPENDENCE, OH, managing approximately $210.3M in assets across 3 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.