INDEPENDENCE WEALTH

Overview

Independence Wealth is an independent, individual-owned Registered Investment Adviser organized as an LLC that focuses on financial planning and discretionary portfolio management for individuals and small businesses. The firm charges either a percentage-of-assets fee or fixed fees and identifies its client base primarily as individual and family clients. According to the available profile, Independence Wealth does not position itself as a capital allocator, is not an active ESG investor, and does not operate as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives