Dakota
Dakota
Book a Demo
Talk to an Expert

Independence Wealth Advisors

EST. AUM
$210,302,903

CONTACTS

CLIENT ACCOUNTS
1,113

Firm Details

Metro area Cleveland
CRD Number 306236
Website iwadirect.com
Client types

Overview

Independence Wealth Advisors, LLC is an independent, fee-based private wealth management practice operating under its own SEC-registered investment adviser structure. The firm operates as an objective fiduciary allocator of client assets, employing a six-phase financial blueprinting model to scale and deploy retirement portfolios specifically tailored for mid-career corporate professionals, pre-retirees, and local business owners.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy