← Back to search
INDEPENDENT WEALTH ADVISORS, LLC
CRD 328786 · SEC 801-129370
167 E. CHATHAM STREET, SUITE 300, CARY, NC, 27511, United States
Phone
919-749-7596
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$195.3M
Discretionary AUM
$195.3M
Team
4 total employees; 4 advisory reps; 12 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 123 | $39.5M |
| High net worth individuals | 133 | $155.0M |
| Pension/profit sharing plans | 2 | $845K |
States served
GA, NC, VA, TX, FL
Official SEC filing: View on IAPD