INDEPENDENCE WEALTH ADVISORS, LLC

INDEPENDENCE, Ohio·3 registered advisors·CRD# 306236
SEC# 801-1302110216-268-3888
01

Firm Overview

AUM
$128M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at INDEPENDENCE WEALTH ADVISORS, LLC

3 registered advisors
Ashley Celeste Kabalan
INDEPENDENCE, Ohio
Christopher Charles Kichurchak
INDEPENDENCE, Ohio
Richard Ahrens
INDEPENDENCE, Ohio
05

Office Locations

INDEPENDENCE, Ohio
3 advisors

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Data sourced from SEC Form ADV filings. INDEPENDENCE WEALTH ADVISORS, LLC (CRD# 306236) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.