Independent Wealth Advisors LLC (CIK: 0002136099) EDGAR, Information, Filings... CompaniesBIO.Com

Independent Wealth Advisors LLC

Mailing address
167 E CHATHAM ST, SUITE 300, CARY, North Carolina, 27511
Phone
919-357-0247
State location
North Carolina
State of incorporation
North Carolina
Fiscal year end
December 31
SIC
N/A
Filings
N/A

Includes all SEC registration details as well as a list of all documents (S-1, Prospectus, Current Reports, 8-K, 10K, Annual Reports) filed by Independent Wealth Advisors LLC

Filings	Format	Description	Filed/Effective	File/Film Number
13F-HR	Document	Initial Quarterly Form 13F Holdings report filed by institutional managers Acc-no: 0002085853-26-000611 (34 Act) Size: KB	May-22-2026	028-26994 261011952
13F-HR	Document	Initial Quarterly Form 13F Holdings report filed by institutional managers Acc-no: 0002085853-26-000610 (34 Act) Size: KB	May-22-2026	028-26994 261011923

Recent 20 filings. View all Independent Wealth Advisors LLC filings

Overall rating 5.0

Aug 22, 2022

Jean Bishop

Very good communication and delivery made within the timeframe I was advised of

Aug 22, 2022

Samuel Ejimofor

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Aug 22, 2022

Pelisari

young lad who new his job ansered questions and new what was best for me.

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Disclaimer: The information on the Service is provided with the understanding that the Company is not herein engaged in rendering legal, accounting, tax, or other professional advice and services. As such, it should not be used as a substitute for consultation with professional accounting, tax, legal or other competent advisers.