Independence Wealth Advisors, LLC

Independence Wealth Advisors, LLC (CRD# 306236) is a financial advisory firm headquartered in Independence, OH. They manage $127,911,784 in 861 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
6100 Oak Tree Blvd South, Suite 130, Independence, OH 44131
https://www.iwadirect.com
By the Numbers
  • Total Assets Under Management
    128
    MILLION
  • Total Number of Accounts
    861
    ACCOUNTS
  • Average Account Value
    $148,562
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH, TX

Financial Advisors at Independence Wealth Advisors, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Richard Ahrens, financial advisor Independence OH
Richard Ahrens
CRD#: 2569915
6100 Oak Tree Blvd South, Suite 130, Independence, OH 44131

Richard Ahrens (CRD# 2569915) is an Investment Advisor Representative working at Independence Wealth Advisors, LLC in Independence, OH and has over 27 years of experience in the finance industry.

2
Christopher Kichurchak, financial advisor Independence OH
Christopher C. Kichurchak
CRD#: 4707675
6480 Rockside Woods Blvd. S, Suite 130, Independence, OH 44131

Christopher Kichurchak (CRD# 4707675) is an Investment Advisor Representative working at Independence Wealth Advisors, LLC in Independence, OH and has over 15 years of experience in the finance industry.

3
Joseph Query, financial advisor Independence OH
Joseph Query
CRD#: 4952284
6100 Oak Tree Blvd South, Suite 130, Independence, OH 44131

Joseph Query (CRD# 4952284) is an Investment Advisor Representative working at Independence Wealth Advisors, LLC in Independence, OH and has over 18 years of experience in the finance industry.

4
Ashley Kabalan, financial advisor Independence OH
Ashley C. Kabalan
CRD#: 7289485
6100 Oak Tree Blvd South, Suite 130, Independence, OH 44131

Ashley Kabalan (CRD# 7289485) is an Investment Advisor Representative working at Independence Wealth Advisors, LLC in Independence, OH and has over 3 years of experience in the finance industry.

5
William Tomlinson, financial advisor Independence OH
William E. Tomlinson
CRD#: 7240853
6100 Oak Tree Blvd South, Suite 130, Independence, OH 44131

William Tomlinson (CRD# 7240853) is an Investment Advisor Representative working at Independence Wealth Advisors, LLC in Independence, OH and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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