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Building 2INDEPENDENT WEALTH ADVISORS, LLC

Map pinCARY, NC
Phone919-749-7596
NotebookSEC #801-129370
Total AUM
$195.3M
Employees
4
Clients
258

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
167 E. CHATHAM STREET
SUITE 300
CARY
NC 27511
United States
Operating Hours
9:00 AM - 6:00 PM
Monday - Friday
Phone
919-749-7596

ReceiptFinancials

Total AUM
$195.3M
Accounts
432
Discretionary
$195.3M
Accounts
432
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
123
AUM
$39.5M
HNW Individual Clients
133
AUM
$155M
Pension/Profit Sharing Plan Clients
2
AUM
$844.8K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGANCTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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