INDEPENDENCE WEALTH

INDEPENDENCE WEALTH of VOORHEES, NJ is an SEC-registered investment adviser (CRD 297032). Regulatory assets under management: $80.7M.

Registration

• CRD: 297032
• Type: Registered investment adviser
• Location: 221 LAUREL ROAD, VOORHEES, NJ, 08043
• Phone: 856-229-9295
• Latest filing: 2026-02-27
• Regulatory AUM: $80.7M
• Discretionary AUM: $80.7M
• Clients: 1
• Accounts: 251

Business model

Compensation: % of AUM, Fixed.

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 297032 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search