SEC Form ADV

INDEPENDENT WEALTH ADVISORS, LLC

Firm profile: Independent Wealth Network — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserNC
$195.3M
Assets Under Management
12
Total Clients
4
Employees
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Registration Details

Accession
crd-328786
Location
CARY, NC
Filing Date
June 22, 2026
AUM
$195.3M
Total Clients
12
Institutional Clients
2
Employees
4
Amendment
No

Client Types

IndividualsHNW IndividualsPension Plans

About this Adviser

INDEPENDENT WEALTH ADVISORS, LLC is a registered investment adviser headquartered in CARY, NC, managing approximately $195.3M in assets across 12 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.