INDEPENDENCE, OHCRD 306236Latest ADV April 28, 2026
Independence Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Independence, OH. Its latest Form ADV filing, dated April 28, 2026, reports $210M in regulatory assets under management, 4 employees, and 1,113 accounts.
Assets Under Management
$210M
Employees
4
Offices
--
Total Clients
379
Primary office
INDEPENDENCE, OH
6100 OAK TREE BLVD SOUTH, SUITE 130, INDEPENDENCE, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 86.3% of total clients.
Top client categories% of clientsClients
1
Individuals
86.3%
327
2
HNWI
13.7%
52
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$210Mas of April 28, 2026
Discretionary100.0%
$210M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$210M
Total Accounts1,113
10Y AUM Change+$82M (+64.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee95:1
10Y Employee Change-1 (-20.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.