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INDEPENDENCE WEALTH ADVISORS INC.

MCLEAN, VA · CRD 142195 · IAPD ↗ · 703-752-6000

$219.8MRegulatory AUM
1Advisory reps
4Employees
0Clients
1-10Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
December 2025 — INDEPENDENCE WEALTH ADVISORS INC. (MCLEAN, VA) left the SEC roster (was $219.8M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
42
June 2024 — INDEPENDENCE WEALTH ADVISORS INC. notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2024 — INDEPENDENCE WEALTH ADVISORS INC. shrank from 3 to 1 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.