Independence Wealth Advisors

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Trust Score 94%
Trust Score  info_outline

Independence Wealth Advisors, federally registered in 2006, is a Registered Investment Advisor (RIA) in 5 state(s) with a licensed staff of 2 advisors. Independence Wealth Advisors manages $144.5 million and provides investment advisory services for 126 clients (1:63 advisor/client ratio). This firm does not have a disciplinary history.

Last updated: October 16th, 2019. Data source: SEC filings.


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Firm Information

Feature Value
Rank (United States) Not Ranked
Advisors Directory View Directory
Top Advisor Kathleen Elizabeth Duffy
Avg Advisor Trust Score 97
Avg Advisor Years Registered 7
Minimum Investment $1,000,000
Average Client Balance $1,147,128
Total AUM $144.5 million
Advisor / Client Ratio 1:63
Headquarters Mclean, VA
SEC Filings Forms and Brochures    (CRD # 142195)
State(s) Registered FL, MD, NH, TX, VA

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