Independent Wealth Advisors, LLC
Firm details
- Headquarters
- Cary, North Carolina
- CRD number
- 328786
- Registered since
- January 19, 2024
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI79.32%
- Individuals20.24%
- Pension & Profit Sharing Plans0.43%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Independent Wealth Advisors, LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2024. The firm provides financial planning and portfolio management services, focused on individual and family clients as well as select institutional relationships. Its compensation model combines a percentage-of-assets fee with fixed-fee engagements. The firm is not structured as a capital allocator and does not identify as an active ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds76%
- Exchange Traded Equities13%
- Cash & Cash Equivalents8%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 81Active vs passive
$123M in ETFs
66%
$81.6M
23%
$41.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $10.2M | 26,782 | 8.27% |
Location
Cary, NC
Wake
Location
Cary, NC
Headquartered in Cary, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.
- Metro area
- Raleigh-Durham-Cary, NC
- Region
- South
- County
- Wake
- Address
- 167 E Chatham St
- Time zone
- ET (UTC-5)
- Office locations
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