Independence Wealth

Overview

Independence Wealth is a state registered investment adviser based in Voorhees, NJ, registered since 2018. It reports $80.7M in assets under management across 251 accounts, with 1 employees. It has 1 investment adviser representatives.

Reported AUM

$80.7M

Discretionary

100%

Accounts

251

Average account

$322K

Employees

1

Advisory reps

1

Registered since

2018

Jurisdictions

2

As reported in the firm's February 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 1 of 1

• Eric T Nelson President, Chief Compliance Officer CRD 5885266

Advisory reps 1 of 1

• Eric Thomas Nelson Insurance Agent · Investment Adviser Rep CRD 5885266

Location

Headquarters

221 Laurel Rd Ste 180
Voorhees, NJ 08043

County

Camden

Metro area

Philadelphia-Camden-Wilmington, PA-NJ-DE-MD

Region

Northeast

Registrations

• State registered
• Registered in 2 jurisdictions
• Website: independence-wealth.com

Every state, with registration dates

Similar firms near Voorhees

• Philadelphia Investment Partners, LLCVoorhees, NJ$176M AUM
• Legacy Investment Advisors, LLCVoorhees, NJ$31.5M AUM
• Molotsky Tax Advisory Group, LLCVoorhees, NJ$27M AUM
• Orion Financial AdvisorsVoorhees, NJ$17.4M AUM
• Star Asia ManagementMount Laurel, NJ$4.8B AUM