INDEPENDENT WEALTH ADVISORS, LLC
CRD #328786 SEC #801-129370 CARY, NC 919-749-7596
SEC Registered
Total AUM
$184.2M
Discretionary
$184.2M
Employees
3
Clients
101
Accounts
408
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $184.2M | $184.2M | $0 | 3 | 6 |
| Mar 2025 | $151.5M | $151.5M | $0 | 3 | 6 |
| Nov 2024 | $139.2M | $139.2M | $0 | 3 | 0 |
| Aug 2024 | $139.2M | $139.2M | $0 | 3 | 0 |
| Apr 2024 | $132.8M | $132.8M | $0 | 3 | 0 |
| Jan 2024 | $0 | $0 | $0 | 3 | 0 |
| Jan 2024 | $0 | $0 | $0 | 3 | 0 |
| Jan 2024 | $0 | $0 | $0 | 3 | 0 |
| Dec 2023 | $0 | $0 | $0 | 3 | 0 |
DateOct 2025
Total AUM$184.2M
Discretionary$184.2M
Non-Disc.$0
Employees3
Clients6
DateMar 2025
Total AUM$151.5M
Discretionary$151.5M
Non-Disc.$0
Employees3
Clients6
DateNov 2024
Total AUM$139.2M
Discretionary$139.2M
Non-Disc.$0
Employees3
Clients0
DateAug 2024
Total AUM$139.2M
Discretionary$139.2M
Non-Disc.$0
Employees3
Clients0
DateApr 2024
Total AUM$132.8M
Discretionary$132.8M
Non-Disc.$0
Employees3
Clients0
DateJan 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJan 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJan 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateDec 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0