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Independence Wealth Advisors, LLC

● SEC registered since 2024CRD 306236SEC# 801-130211Independence, OH
Export (members)
Reg. AUM
$162.8M
Employees
5
Accounts
967
Location
Independence, OH

Independence Wealth Advisors, LLC assets under management

Independence Wealth Advisors, LLC is an SEC-registered investment adviser based in Independence, OH. The firm has been registered since 2024. It reports $162.8 million in regulatory assets under management and employs 5 people.
www.iwadirect.comView on SEC.gov ↗

Independence Wealth Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Ashley Celeste Kabalan ControlChief Compliance Officer And Operations SpecialistUnder 5%2024
Christopher Charles Kichurchak ControlManaging Member & PresidentOver 75%2017

Frequently asked questions

How much does Independence Wealth Advisors, LLC manage?

Independence Wealth Advisors, LLC reports $162.8 million in regulatory assets under management on its Form ADV.

How many employees does Independence Wealth Advisors, LLC have?

Independence Wealth Advisors, LLC reports 5 employees.

Where is Independence Wealth Advisors, LLC located?

Independence Wealth Advisors, LLC is based in Independence, OH and has been SEC-registered since 2024.

Does Independence Wealth Advisors, LLC disclose fund performance?

Independence Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6100 Oak Tree Blvd South, Suite 130, Independence, OH 44131
Phone216-268-3888
Fax216-472-8700
Office hours9:00a.m. - 6:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$162.8M
Non-discretionary$0
Total (RAUM)$162.8M