INDEPENDENCE WEALTH GROUP

INDEPENDENCE WEALTH GROUP is an SEC-registered investment adviser (CRD 170897). Regulatory assets under management: $4.7M.

Registration

• CRD: 170897
• Type: Registered investment adviser
• Phone: 956-543-9644
• Latest filing: 2026-01-22
• Regulatory AUM: $4.7M
• Discretionary AUM: $4.7M
• Clients: 3
• Accounts: 54

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 170897 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search