Independence Wealth Advisors, LLC
● SEC registered since 2024CRD 306236SEC# 801-130211Independence, OH
Reg. AUM
$210.3M
Employees
5
Accounts
1,113
Location
Independence, OH
Independence Wealth Advisors, LLC assets under management
Independence Wealth Advisors, LLC is an SEC-registered investment adviser based in Independence, OH. The firm has been registered since 2024. It reports $210.3 million in regulatory assets under management and employs 5 people.
Independence Wealth Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ashley Celeste Kabalan Control | Chief Compliance Officer And Operations Specialist | Under 5% | 2024 |
| Christopher Charles Kichurchak Control | Managing Member & President | Over 75% | 2017 |
| Joseph Query | Vice President | Under 5% | 2020 |
Frequently asked questions
How much does Independence Wealth Advisors, LLC manage?
Independence Wealth Advisors, LLC reports $210.3 million in regulatory assets under management on its Form ADV.
How many employees does Independence Wealth Advisors, LLC have?
Independence Wealth Advisors, LLC reports 5 employees.
Where is Independence Wealth Advisors, LLC located?
Independence Wealth Advisors, LLC is based in Independence, OH and has been SEC-registered since 2024.
Does Independence Wealth Advisors, LLC disclose fund performance?
Independence Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6100 Oak Tree Blvd South, Suite 130, Independence, OH 44131 |
| Phone | 216-268-3888 |
| Fax | 216-472-8700 |
| Office hours | 9:00a.m. - 6:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$210.3M▲ 64%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$210.3Mregulatory AUM
Discretionary $210.3M