# INDEPENDENCE WEALTH ADVISORS INC.

INDEPENDENCE WEALTH ADVISORS INC. of MCLEAN, VA is an SEC-registered investment adviser.

## Registration

- CRD: 142195
- Type: SEC-registered investment adviser
- SEC file number: 801-67291
- Location: 6731 WHITTIER AVENUE, MCLEAN, VA, 22101
- Phone: 703-752-6000
- Latest filing: 2025-03-18
- Regulatory AUM: $219.8M
- Discretionary AUM: $203.6M
- Non-discretionary AUM: $16.2M
- Clients: 4
- Accounts: 475

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Kathleen Elizabeth Duffy | PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| MARTIN ROBERT JAMES | CHIEF COMPLIANCE OFFICER; PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| DUFFY KATHLEEN ELIZABETH | PRESIDENT & CHIEF COMPLIANCE OFFICER | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | 703-752-6000 |
| — | — | 1 | 703-752-6000 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/142195/brochure
- Similar advisers: https://search.stillhousedata.com/firm/142195/similar
- Related entities: https://search.stillhousedata.com/firm/142195/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/142195

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.