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Building 2INDEPENDENCE WEALTH ADVISORS, LLC

Map pinINDEPENDENCE, OH
Phone216-268-3888
NotebookSEC #801-130211
Total AUM
$210.3M
Employees
4
Clients
379

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6100 OAK TREE BLVD SOUTH
SUITE 130
INDEPENDENCE
OH 44131
United States
Operating Hours
9:00AM - 6:00PM
Monday - Friday
Phone
216-268-3888

ReceiptFinancials

Total AUM
$210.3M
Accounts
1,113
Discretionary
$210.3M
Accounts
1,113
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
327
AUM
$117.2M
HNW Individual Clients
52
AUM
$93.1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLOHTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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