| Name | Title | Ownership | Since |
|---|---|---|---|
| David Joseph Hellinger Control | Managing Partner And Chief Compliance Officer | 50-75% | 2023 |
| Jakub Martin Kreuter Control | Managing Partner | 50-75% | 2023 |
Independent Wealth Advisors, LLC reports $151.5 million in regulatory assets under management on its Form ADV.
Independent Wealth Advisors, LLC reports 3 employees.
Independent Wealth Advisors, LLC is based in Cary, NC and has been SEC-registered since 2024.
Independent Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 167 E. Chatham Street, Suite 300, Cary, NC 27511 |
| Phone | 919-749-7596 |
| Fax | N/A |
| Office hours | 9:00 a.m. - 6:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $151.5M |
| Non-discretionary | $0 |
| Total (RAUM) | $151.5M |