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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 filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 3 is a Client Relationship Summary (Form CRS) – a short form, plain-english description of advisory services for investment clients.

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