Independent Wealth Advisors, LLC
Independent Wealth Advisors, LLC is an SEC-registered mass-market adviser in Cary, NC with $195.3M assets under management (AUM, regulatory AUM), +29% over one year. See who owns Independent Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 328786, SEC 801-129370, data through 2026-06-22.
- AUM (assets under management / regulatory AUM)
- $195.3M (2026-06-22)
- Firm type
- Mass-Market Adviser
- Location
- Cary, NC
- Employees
- 4
- Clients
- 258
- CRD
- 328786
- Ownership
- KREUTER, JAKUB, MARTIN; HELLINGER, DAVID, JOSEPH
How much AUM does Independent Wealth Advisors, LLC have?
Independent Wealth Advisors, LLC reported $195.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-22).
Who owns Independent Wealth Advisors, LLC?
Disclosed owners and executives of Independent Wealth Advisors, LLC include KREUTER, JAKUB, MARTIN, HELLINGER, DAVID, JOSEPH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.