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Independence Wealth Advisors, LLC CRD 306236
$210M regulatory AUM 3 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
6100 Oak Tree Blvd South Suite 130, Independence, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-01-05 |
| OH | RA | APPROVED | 2019-12-05 |
Branch Locations
6480 Rockside Woods Blvd. S Suite 130, Independence, OH 44131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Wealth Partners, Ltd. | Seven Hills | OH | 05/2011 | 02/2018 |
| Alphastar Capital Management, Llc | Cornelius | NC | 04/2018 | 04/2020 |
| Strategic Wealth Partners, Ltd | Independence | OH | 05/2011 | 04/2018 |
| United Brokerage Group, Ltd | Independence | OH | 10/2004 | Present |
| Independence Wealth Advisors, Llc | Independence | OH | 10/2019 | Present |
UNITED BROKERAGE GROUP, LTD. NOT INVESTMENT-RELATED 445 Wakefield Run Blvd. Hinckley, OHIO 44233 FIXED INSURANCE PRODUCT MARKETING 100% OWNER 10/15/2004 25 HOURS DEVOTED 25 HOURS DEVOTED DURING TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-11-11 |
| S65 | Uniform Investment Adviser Law Examination | 2008-12-09 |
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