INDEPENDENCE WEALTH ADVISORS INC.
CRD #142195 SEC #801-67291 MCLEAN, VA 703-752-6000
SEC Registered
Total AUM
$219.8M
Discretionary
$203.6M
Employees
4
Clients
10
Accounts
475
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $219.8M | $203.6M | $16.2M | 4 | 0 |
| Mar 2025 | $219.8M | $203.6M | $16.2M | 4 | 0 |
| May 2024 | $202.4M | $188.1M | $14.3M | 4 | 0 |
| Mar 2024 | $202.4M | $188.1M | $14.3M | 4 | 0 |
| Sep 2023 | $188.4M | $174.1M | $14.3M | 4 | 0 |
| Mar 2023 | $188.4M | $174.1M | $14.3M | 4 | 0 |
| Mar 2023 | $188.4M | $174.1M | $14.3M | 4 | 0 |
| Oct 2022 | $200.8M | $184.2M | $16.6M | 3 | 0 |
| Mar 2022 | $200.8M | $184.2M | $16.6M | 3 | 0 |
| Mar 2022 | $200.8M | $184.2M | $16.6M | 3 | 0 |
| Dec 2021 | $181.2M | $166.2M | $15.1M | 2 | 1 |
| Mar 2021 | $181.2M | $166.2M | $15.1M | 2 | 1 |
| Mar 2021 | $181.2M | $166.2M | $15.1M | 2 | 1 |
| Jun 2020 | $166.4M | $147M | $19.4M | 3 | 0 |
| Mar 2020 | $166.4M | $147M | $19.4M | 3 | 0 |
| Mar 2019 | $144.5M | $126.9M | $17.6M | 2 | 2 |
| Mar 2018 | $157.3M | $137.3M | $20M | 3 | 0 |
| Sep 2017 | $132.2M | $119.9M | $12.3M | 3 | 100 |
| Jan 2017 | $132.2M | $119.9M | $12.3M | 4 | 100 |
| Mar 2016 | $122.4M | $111.2M | $11.2M | 3 | 100 |
| Mar 2015 | $121.5M | $109.7M | $11.8M | 3 | 100 |
| Jun 2014 | $125M | $112M | $13M | 3 | 100 |
| Mar 2014 | $119.4M | $106.3M | $13.1M | 3 | 100 |
| Dec 2013 | $101M | $88.7M | $12.3M | 3 | 100 |
| Sep 2013 | $101M | $88.7M | $12.3M | 3 | 100 |
| Mar 2013 | $101M | $88.7M | $12.3M | 3 | 100 |
| Nov 2012 | $91.6M | $80.1M | $11.5M | 3 | 400 |
| Mar 2012 | $90.6M | $78.7M | $11.9M | 1 | 400 |
| Feb 2012 | $88.3M | $76.5M | $11.7M | 1 | 400 |
| Mar 2011 | $83.5M | $72.3M | $11.2M | 5 | -- |
| Dec 2010 | $72M | $62.4M | $9.6M | 5 | -- |
| Apr 2009 | $55.4M | $47.6M | $7.8M | 5 | -- |
| Mar 2009 | $51.3M | $44.1M | $7.1M | 5 | -- |
| Mar 2008 | $68.5M | $59.4M | $9.1M | 5 | -- |
| Feb 2007 | $48.2M | $38.8M | $9.3M | 5 | -- |
| Jan 2007 | $0 | $0 | $0 | 5 | -- |
| Nov 2006 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$219.8M
Discretionary$203.6M
Non-Disc.$16.2M
Employees4
Clients0
DateMar 2025
Total AUM$219.8M
Discretionary$203.6M
Non-Disc.$16.2M
Employees4
Clients0
DateMay 2024
Total AUM$202.4M
Discretionary$188.1M
Non-Disc.$14.3M
Employees4
Clients0
DateMar 2024
Total AUM$202.4M
Discretionary$188.1M
Non-Disc.$14.3M
Employees4
Clients0
DateSep 2023
Total AUM$188.4M
Discretionary$174.1M
Non-Disc.$14.3M
Employees4
Clients0
DateMar 2023
Total AUM$188.4M
Discretionary$174.1M
Non-Disc.$14.3M
Employees4
Clients0
DateMar 2023
Total AUM$188.4M
Discretionary$174.1M
Non-Disc.$14.3M
Employees4
Clients0
DateOct 2022
Total AUM$200.8M
Discretionary$184.2M
Non-Disc.$16.6M
Employees3
Clients0
DateMar 2022
Total AUM$200.8M
Discretionary$184.2M
Non-Disc.$16.6M
Employees3
Clients0
DateMar 2022
Total AUM$200.8M
Discretionary$184.2M
Non-Disc.$16.6M
Employees3
Clients0
DateDec 2021
Total AUM$181.2M
Discretionary$166.2M
Non-Disc.$15.1M
Employees2
Clients1
DateMar 2021
Total AUM$181.2M
Discretionary$166.2M
Non-Disc.$15.1M
Employees2
Clients1
DateMar 2021
Total AUM$181.2M
Discretionary$166.2M
Non-Disc.$15.1M
Employees2
Clients1
DateJun 2020
Total AUM$166.4M
Discretionary$147M
Non-Disc.$19.4M
Employees3
Clients0
DateMar 2020
Total AUM$166.4M
Discretionary$147M
Non-Disc.$19.4M
Employees3
Clients0
DateMar 2019
Total AUM$144.5M
Discretionary$126.9M
Non-Disc.$17.6M
Employees2
Clients2
DateMar 2018
Total AUM$157.3M
Discretionary$137.3M
Non-Disc.$20M
Employees3
Clients0
DateSep 2017
Total AUM$132.2M
Discretionary$119.9M
Non-Disc.$12.3M
Employees3
Clients100
DateJan 2017
Total AUM$132.2M
Discretionary$119.9M
Non-Disc.$12.3M
Employees4
Clients100
DateMar 2016
Total AUM$122.4M
Discretionary$111.2M
Non-Disc.$11.2M
Employees3
Clients100
DateMar 2015
Total AUM$121.5M
Discretionary$109.7M
Non-Disc.$11.8M
Employees3
Clients100
DateJun 2014
Total AUM$125M
Discretionary$112M
Non-Disc.$13M
Employees3
Clients100
DateMar 2014
Total AUM$119.4M
Discretionary$106.3M
Non-Disc.$13.1M
Employees3
Clients100
DateDec 2013
Total AUM$101M
Discretionary$88.7M
Non-Disc.$12.3M
Employees3
Clients100
DateSep 2013
Total AUM$101M
Discretionary$88.7M
Non-Disc.$12.3M
Employees3
Clients100
DateMar 2013
Total AUM$101M
Discretionary$88.7M
Non-Disc.$12.3M
Employees3
Clients100
DateNov 2012
Total AUM$91.6M
Discretionary$80.1M
Non-Disc.$11.5M
Employees3
Clients400
DateMar 2012
Total AUM$90.6M
Discretionary$78.7M
Non-Disc.$11.9M
Employees1
Clients400
DateFeb 2012
Total AUM$88.3M
Discretionary$76.5M
Non-Disc.$11.7M
Employees1
Clients400
DateMar 2011
Total AUM$83.5M
Discretionary$72.3M
Non-Disc.$11.2M
Employees5
Clients--
DateDec 2010
Total AUM$72M
Discretionary$62.4M
Non-Disc.$9.6M
Employees5
Clients--
DateApr 2009
Total AUM$55.4M
Discretionary$47.6M
Non-Disc.$7.8M
Employees5
Clients--
DateMar 2009
Total AUM$51.3M
Discretionary$44.1M
Non-Disc.$7.1M
Employees5
Clients--
DateMar 2008
Total AUM$68.5M
Discretionary$59.4M
Non-Disc.$9.1M
Employees5
Clients--
DateFeb 2007
Total AUM$48.2M
Discretionary$38.8M
Non-Disc.$9.3M
Employees5
Clients--
DateJan 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateNov 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--