Independent Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Cary, NC. Its latest Form ADV filing, dated February 26, 2026, reports $195M in regulatory assets under management, 4 employees, and 432 accounts.
Assets Under Management
$195M
Employees
4
Offices
--
Total Clients
258
Primary office
CARY, NC
167 E. CHATHAM STREET, SUITE 300, CARY, NC, 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 segmentHNWI represent 51.6% of total clients.
Top client categories% of clientsClients
1
HNWI
51.6%
133
2
Individuals
47.7%
123
3
Pension Plans
0.8%
2
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$195Mas of February 26, 2026
Discretionary100.0%
$195M
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$195M
Total Accounts432
10Y AUM Change+$195M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee65:1
10Y Employee Change+1 (+33.3%)
* 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.