Independence Asset Advisors, LLC
● SEC registered since 2010CRD 152963SEC# 801-71867Wynnewood, PA
Reg. AUM
$2.19B
Employees
5
Accounts
38
Location
Wynnewood, PA
Independence Asset Advisors, LLC assets under management
Independence Asset Advisors, LLC is a registered investment adviser overseen by the SEC based in Wynnewood, PA. The firm has been registered since 2010. It reports $2.2 billion in regulatory assets under management and employs 5 people.
Independence Asset Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Katie Elizabeth Kearns Control | Vice President And Managing Director | Under 5% | 2010 |
| Kyle Roger Bubeck Control | Chief Compliance Officer | Under 5% | 2010 |
| Scott David Renninger Control | President, Chief Investment Officer, And Managing Member | Over 75% | 2010 |
Frequently asked questions
How much does Independence Asset Advisors, LLC manage?
Independence Asset Advisors, LLC reports $2.2 billion in regulatory assets under management on its Form ADV.
How many employees does Independence Asset Advisors, LLC have?
Independence Asset Advisors, LLC reports 5 employees.
Where is Independence Asset Advisors, LLC located?
Independence Asset Advisors, LLC is based in Wynnewood, PA and has been SEC-registered since 2010.
Does Independence Asset Advisors, LLC disclose fund performance?
Independence Asset Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 308 E. Lancaster Avenue, Suite 305, Wynnewood, PA 19096 |
| Phone | 484-433-0848 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.19B▲ 27%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 21%
Larger than 79% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$2.19Bregulatory AUM
Discretionary $2.19BNon-discretionary $1.2M