Independence Wealth Advisors, LLC
Independence Wealth Advisors, LLC is an SEC-registered mass-market adviser in Independence, OH with $210.3M assets under management (AUM, regulatory AUM), +29% over one year. See who owns Independence Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 306236, SEC 801-130211, data through 2026-06-11.
- AUM (assets under management / regulatory AUM)
- $210.3M (2026-06-11)
- Firm type
- Mass-Market Adviser
- Location
- Independence, OH
- Employees
- 5
- Clients
- 379
- CRD
- 306236
- Ownership
- KICHURCHAK, CHRISTOPHER, CHARLES; AHRENS, RICHARD; QUERY, JOSEPH; Kabalan, Ashley, Celeste
How much AUM does Independence Wealth Advisors, LLC have?
Independence Wealth Advisors, LLC reported $210.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-11).
Who owns Independence Wealth Advisors, LLC?
Disclosed owners and executives of Independence Wealth Advisors, LLC include KICHURCHAK, CHRISTOPHER, CHARLES, AHRENS, RICHARD, QUERY, JOSEPH, Kabalan, Ashley, Celeste. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.