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INDEPENDENT WEALTH ADVISORS, LLC
INDEPENDENT WEALTH ADVISORS, LLC
CARY, North Carolina
·
2 registered advisors
·
CRD# 328786
SEC# 801-129370
0
919-749-7596
01
Firm Overview
AUM
$139M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at INDEPENDENT WEALTH ADVISORS, LLC
2 registered advisors
David Joseph Hellinger
CARY, North Carolina
CRD# 4677013
Jakub Martin Kreuter
CARY, North Carolina
CRD# 3250250
05
Office Locations
CARY, North Carolina
2 advisors
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Data sourced from SEC Form ADV filings. INDEPENDENT WEALTH ADVISORS, LLC (CRD# 328786) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.