INDEPENDENCE ASSET ADVISORS, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $2.19B |
| Discretionary | $2.19B100% of AUM |
| Non-Discretionary | $1.2M |
| Client Accounts | 38 |
| Avg Account Size | $57.7M |
| Employees | 5 |
| Peak AUM | $2.19BMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.2B | +26.6% | +11.6% | +9.4% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $2.19B |
| Discretionary | $2.19B |
| Employees | 5 |
| Client Accounts | 38 |
| Client Range | 1-10 |
Contact & Location
Address
308 E. LANCASTER AVENUE
WYNNEWOOD PA 19096
Phone
484-433-0848
Filing History
25 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$2.2B
99.9% of AUM
Non-Discretionary
$1M
0.1% of AUM
Disc. mix ▼ 0.1pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported