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 registered investment adviser organized as an LLC and registered with the SEC in 2024. The firm is owned by an individual and focuses its practice on individuals and families, offering fee arrangements that combine percentage-of-AUM billing with fixed fees. Core advisory services listed by the firm include financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm reports an affiliation with an insurance company and does not describe itself as an active ESG investor or a capital allocator.
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 69Active vs passive
$307M in ETFs
84%
$259M
13%
$47.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO SHORT TERM TREASURY ETF (SPTS) | State Street | Passive | Short Government | $33.6M | 1,151,974 | 10.94% |
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
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