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Building 2INDEPENDENCE WEALTH ADVISORS INC.

Map pinMCLEAN, VA
Phone703-752-6000
NotebookSEC #801-67291
Total AUM
$219.8M
Employees
4
Clients
135

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6731 WHITTIER AVENUE
MCLEAN
VA 22101
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
703-752-6000
Other Offices
1

ReceiptFinancials

Total AUM
$219.8M
Accounts
475
Discretionary
$203.6M
Accounts
464
Non-Discretionary
$16.2M
Accounts
11

ContactClients

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Individual Clients
68
AUM
$183.1M
HNW Individual Clients
66
AUM
$25.6M
Pension/Profit Sharing Plan Clients
1
AUM
$11.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMDNCNHTXVA

HandshakeAffiliates

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

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