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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Virginia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 17, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DUFFY, KATHLEEN, ELIZABETH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| DUFFY, KATHLEEN, ELIZABETH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| DUFFY, KATHLEEN, ELIZABETH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| DUFFY, KATHLEEN, ELIZABETH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| DUFFY, KATHLEEN, ELIZABETH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| DUFFY, KATHLEEN, ELIZABETH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| DUFFY, KATHLEEN, ELIZABETH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| DUFFY, KATHLEEN, ELIZABETH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| DUFFY, KATHLEEN, ELIZABETH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| DUFFY, KATHLEEN, ELIZABETH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| DUFFY, KATHLEEN, ELIZABETH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| DUFFY, KATHLEEN, ELIZABETH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| DUFFY, KATHLEEN, ELIZABETH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| DUFFY, KATHLEEN, ELIZABETH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| DUFFY, KATHLEEN, ELIZABETH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| DUFFY, KATHLEEN, ELIZABETH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| DUFFY, KATHLEEN, ELIZABETH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| DUFFY, KATHLEEN, ELIZABETH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| DUFFY, KATHLEEN, ELIZABETH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| DUFFY, KATHLEEN, ELIZABETH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| DUFFY, KATHLEEN, ELIZABETH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| DUFFY, KATHLEEN, ELIZABETH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| DUFFY, KATHLEEN, ELIZABETH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| DUFFY, KATHLEEN, ELIZABETH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| DUFFY, KATHLEEN, ELIZABETH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| DUFFY, KATHLEEN, ELIZABETH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| DUFFY, KATHLEEN, ELIZABETH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| DUFFY, KATHLEEN, ELIZABETH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| DUFFY, KATHLEEN, ELIZABETH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| DUFFY, KATHLEEN, ELIZABETH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| DUFFY, KATHLEEN, ELIZABETH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| DUFFY, KATHLEEN, ELIZABETH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| DUFFY, KATHLEEN, ELIZABETH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| DUFFY, KATHLEEN, ELIZABETH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| DUFFY, KATHLEEN, ELIZABETH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| DUFFY, KATHLEEN, ELIZABETH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| DUFFY, KATHLEEN, ELIZABETH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| DUFFY, KATHLEEN, ELIZABETH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| MARTIN, JAMES | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 17, 2025 REGISTERED
Notice Filings (8)
DC FL MD NC NH PA TX VA
Address
6731 WHITTIER AVENUEMCLEAN, VA 22101
United States
Phone: 703-752-6000