INDEPENDENCE WEALTH ADVISORS, LLC
CRD #306236 SEC #801-130211 INDEPENDENCE, OH 216-268-3888
SEC Registered
Total AUM
$162.8M
Discretionary
$162.8M
Employees
5
Clients
251
Accounts
967
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $162.8M | $162.8M | $0 | 5 | 1 |
| Oct 2025 | $162.8M | $162.8M | $0 | 5 | 1 |
| May 2025 | $162.8M | $162.8M | $0 | 5 | 1 |
| Mar 2025 | $162.8M | $162.8M | $0 | 5 | 1 |
| Mar 2025 | $127.9M | $127.9M | $0 | 5 | 1 |
| Jan 2025 | $127.9M | $127.9M | $0 | 6 | 1 |
| Dec 2024 | $127.9M | $127.9M | $0 | 6 | 1 |
| Nov 2024 | $127.9M | $127.9M | $0 | 5 | 1 |
| Oct 2024 | $127.9M | $127.9M | $0 | 4 | 1 |
| Sep 2024 | $127.9M | $127.9M | $0 | 4 | 1 |
| Sep 2024 | $127.9M | $127.9M | $0 | 5 | 1 |
| May 2024 | $127.9M | $127.9M | $0 | 5 | 1 |
| May 2024 | $127.9M | $127.9M | $0 | 5 | 1 |
| Apr 2024 | $127.9M | $127.9M | $0 | 5 | 1 |
DateOct 2025
Total AUM$162.8M
Discretionary$162.8M
Non-Disc.$0
Employees5
Clients1
DateOct 2025
Total AUM$162.8M
Discretionary$162.8M
Non-Disc.$0
Employees5
Clients1
DateMay 2025
Total AUM$162.8M
Discretionary$162.8M
Non-Disc.$0
Employees5
Clients1
DateMar 2025
Total AUM$162.8M
Discretionary$162.8M
Non-Disc.$0
Employees5
Clients1
DateMar 2025
Total AUM$127.9M
Discretionary$127.9M
Non-Disc.$0
Employees5
Clients1
DateJan 2025
Total AUM$127.9M
Discretionary$127.9M
Non-Disc.$0
Employees6
Clients1
DateDec 2024
Total AUM$127.9M
Discretionary$127.9M
Non-Disc.$0
Employees6
Clients1
DateNov 2024
Total AUM$127.9M
Discretionary$127.9M
Non-Disc.$0
Employees5
Clients1
DateOct 2024
Total AUM$127.9M
Discretionary$127.9M
Non-Disc.$0
Employees4
Clients1
DateSep 2024
Total AUM$127.9M
Discretionary$127.9M
Non-Disc.$0
Employees4
Clients1
DateSep 2024
Total AUM$127.9M
Discretionary$127.9M
Non-Disc.$0
Employees5
Clients1
DateMay 2024
Total AUM$127.9M
Discretionary$127.9M
Non-Disc.$0
Employees5
Clients1
DateMay 2024
Total AUM$127.9M
Discretionary$127.9M
Non-Disc.$0
Employees5
Clients1
DateApr 2024
Total AUM$127.9M
Discretionary$127.9M
Non-Disc.$0
Employees5
Clients1