INDEPENDENT WEALTH, LLC

INDEPENDENT WEALTH, LLC of MIAMI, FL is an SEC-registered investment adviser (CRD 310050).

Registration

• CRD: 310050
• Type: Registered investment adviser
• Location: 66 WEST FLAGLER STREET, MIAMI, FL, 33130
• Phone: 312-543-1513
• Latest filing: 2026-01-22
• Clients: 1

Business model

Compensation: Hourly, Fixed, Other.

Clients served: Individuals.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 310050 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search