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 registered with the SEC in 2024. The firm serves both individual and family clients as well as institutional accounts, offering financial planning and portfolio management services geared toward individuals and small businesses. Its compensation model combines a percentage-of-AUM fee with fixed fees for some engagements. The adviser does not self-identify as an active ESG investor, is not a multi-state adviser, and is not listed as a capital allocator or pension consultant. Governance and ownership are described as individual ownership rather than a corporate or subsidiary structure.
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 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 80Active vs passive
$113M in ETFs
67%
$75.6M
23%
$37.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $9.7M | 26,394 | 8.62% |
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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