Independent Wealth Advisors, LLC
● SEC registered since 2024CRD 328786SEC# 801-129370Cary, NC
Reg. AUM
$195.3M
Employees
4
Accounts
432
Location
Cary, NC
Independent Wealth Advisors, LLC assets under management
Independent Wealth Advisors, LLC operates as an SEC-registered investment adviser based in Cary, NC. The firm has been registered since 2024. It reports $195.3 million in regulatory assets under management and employs 4 people.
Independent Wealth Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Joseph Hellinger Control | Managing Partner And Chief Compliance Officer | 50-75% | 2023 |
| Jakub Martin Kreuter Control | Managing Partner | 50-75% | 2023 |
Frequently asked questions
How much does Independent Wealth Advisors, LLC manage?
Independent Wealth Advisors, LLC reports $195.3 million in regulatory assets under management on its Form ADV.
How many employees does Independent Wealth Advisors, LLC have?
Independent Wealth Advisors, LLC reports 4 employees.
Where is Independent Wealth Advisors, LLC located?
Independent Wealth Advisors, LLC is based in Cary, NC and has been SEC-registered since 2024.
Does Independent Wealth Advisors, LLC disclose fund performance?
Independent 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 | 167 E. Chatham Street, Suite 300, Cary, NC 27511 |
| Phone | 919-749-7596 |
| Fax | N/A |
| Office hours | 9:00 a.m. - 6:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$195.3M▲ 29%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 75%
Larger than 25% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$195.3Mregulatory AUM
Discretionary $195.3M