Financial Independence, LLC
Financial Independence, LLC is an SEC-registered wealth manager in Warwick, RI with $288.1M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Financial Independence, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 150515, SEC 801-120254, data through 2026-03-03.
- AUM (assets under management / regulatory AUM)
- $288.1M (2026-03-03)
- Firm type
- Wealth Manager
- Location
- Warwick, RI
- Employees
- 7
- Clients
- 279
- CRD
- 150515
- Ownership
- CAMPBELL, RICK, WALTER
How much AUM does Financial Independence, LLC have?
Financial Independence, LLC reported $288.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-03).
Who owns Financial Independence, LLC?
Disclosed owners and executives of Financial Independence, LLC include CAMPBELL, RICK, WALTER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.