Independent Wealth Advisors, LLC
Firm details
- Headquarters
- Cary, North Carolina
- CRD number
- 328786
- Registered since
- January 19, 2024
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI79.32%
- Individuals20.24%
- Pension & Profit Sharing Plans0.43%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Independent Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2024. The firm serves both individual & family and institutional clients, offering financial planning and portfolio management services for individuals and small businesses. Its billing mixes assets-under-management fees with fixed-fee arrangements. The firm is not positioned as a capital allocator and does not identify as an active ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds76%
- Exchange Traded Equities13%
- Cash & Cash Equivalents8%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
Contacts
3 of 4
Jakub Kreuter
FounderCRD 3250250
David Hellinger
Financial AdvisorCRD 4677013
Cristy Head
Registered Administrative AssociateCRD 6589756
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 72Active vs passive
$103M in ETFs
67%
$69.4M
24%
$33.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $11.4M | 26,530 | 11.06% |
Location
Cary, NC
Wake
Location
Cary, NC
Headquartered in Cary, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.
- Metro area
- Raleigh-Durham-Cary, NC
- Region
- South
- County
- Wake
- Address
- 167 E Chatham St
- Time zone
- ET (UTC-5)
- Office locations
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