# Independence Wealth

> Independence Wealth is a state-registered investment advisory firm in Voorhees, NJ, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 27, 2026.

- CRD: 297032
- Filed as: INDEPENDENCE WEALTH
- Legal name: Independence Wealth Advisory Services LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Voorhees, NJ
- Filing period: October 2026
- Form ADV filing dated: February 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/297032
- AdvisorCensus page: https://advisorcensus.com/firm/independence-wealth-voorhees-nj-297032

## Quick answers

**How is Independence Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Independence Wealth reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Independence Wealth located?**
Independence Wealth's principal office is in Voorhees, NJ, according to its Form ADV.

**Is Independence Wealth registered with the SEC or a state?**
Independence Wealth is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 297032.

**How much does Independence Wealth manage?**
Independence Wealth reports $80,744,590 in regulatory assets under management in its Form ADV filing dated February 27, 2026 (100% discretionary).

**What types of clients does Independence Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (73); high net worth individuals (30).

**Does Independence Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/297032

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $80,744,590
- Discretionary: $80,744,590
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 73 | $24,063,931 |
| High net worth individuals | 30 | $56,680,659 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- independence-wealth.com
- Facebook @IndependenceWealth
- Facebook @indepenwealth
- LinkedIn @independencewealthas

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Independence Wealth (CRD 297032): Form ADV filing data as of October 2026.