Independence Wealth Advisors, LLC
Firm details
- Headquarters
- Independence, Ohio
- CRD number
- 306236
- Registered since
- May 6, 2024
- Website
- iwadirect.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals55.75%
- HNWI44.25%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Independence Wealth Advisors, LLC is an independent, owner-operated registered investment adviser serving individual and family clients. The firm registered with the SEC in 2024 and charges clients via a mix of percentage-of-AUM and fixed fees. Core services listed on the adviser filing include financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm reports an affiliation with an insurance company and does not self-identify as an active ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds80%
- Exchange Traded Equities16%
- Cash & Cash Equivalents4%
- Other1%
Owners & executives
1 of 1
Ashley Kabalan
Chief Compliance OfficerCRD 7289485
Contacts
3 of 4
Christopher Kichurchak
PresidentCRD 4707675
William Tomlinson
Wealth AdvisorCRD 7240853
Joseph Query
Vice PresidentCRD 4952284
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 72Active vs passive
$330M in ETFs
81%
$267M
12%
$63M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF (XLK) | State Street | Passive | Technology | $25.6M | 134,615 | 7.78% |
Location
Independence, OH
Cuyahoga
Location
Independence, OH
Headquartered in Independence, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Cuyahoga
- Address
- 6100 Oak Tree Blvd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Enza Financial, LLC
RIAIndependence, OH
Gatepass Capital, LLC
RIAIndependence, OH
SWP Investment Management LLC
RIAIndependence, OH
Edgewater Capital Partners
RIAIndependence, OH
Appaloosa Wealth Management LLC
RIAIndependence, OH
Kedzior Wealth Management LLC
RIAIndependence, OH