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).
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Total Assets Under Management128MILLION
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Total Number of Accounts861ACCOUNTS
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Average Account Value$148,562
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
OH, TX
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.
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.
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.
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.
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.