INDEPENDENT WEALTH, LLC

Overview

Independent Wealth, LLC is a privately owned limited liability company that positions itself as a financial planning practice rather than a traditional asset-management or capital-allocator shop. The firm’s stated advisory activity is financial planning services and it bills clients through a mix of hourly charges, fixed fees and other fee arrangements. Independent Wealth does not identify as an active ESG investor, is not designated as a multi-state adviser, and is not structured as a pension consultant or related adviser. On the investment side, the firm does not present itself as a direct capital allocator. Instead, the firm’s approach relies on bringing in third‑party managers and standard investment vehicles to meet client objectives. That orientation aligns with a focus on planning advice and implementing client solutions through external managers and product wrappers rather than running large in-house investment platforms.

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Investments & Alternatives

Location & Offices