← Back to searchVisit website
INDEPENDENCE WEALTH
INDEPENDENCE WEALTH ADVISORY SERVICES LLC
CRD 297032
221 LAUREL ROAD, SUITE 180, VOORHEES, NJ, 08043, United States
Phone
856-229-9295
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$80.7M
Discretionary AUM
$80.7M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 73 | $24.1M |
| High net worth individuals | 30 | $56.7M |
All web addresses on file
Official SEC filing: View on IAPD