INDEPENDENCE ASSET ADVISORS, LLC
C30
CRD 152963·SEC 801-71867·WYNNEWOOD, PA
AUM
$2.19B
$1B+
Est. Revenue
$21.9M
@ 1% on AUM
Est. EBITDA
$6.6M
@ 30% margin
Est. Deal Value
$52.6M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $998.9M
'21 · $1.07B
'22 · $1.40B
'23 · $1.72B
'25 · $1.73B
'26 · $2.19B
'20'26
$998.9M → $2.19B▲ +119%
Operations
Advisory staff (5-yr trend)
'20 · 2 advisors
'21 · 3 advisors
'22 · 3 advisors
'23 · 3 advisors
'25 · 5 advisors
'26 · 5 advisors
'20'26
2 advisors → 5 advisors▲ +150%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
308 E. LANCASTER AVENUE, SUITE 305WYNNEWOOD,, PA 19096
Business
308 E. LANCASTER AVENUE, SUITE 305WYNNEWOOD,, PA 19096
Edgar Recent Filings
13F-HR2026-04-22 · 0001376474-26-000307
13F-HR2026-02-02 · 0001376474-26-000092