INDEPENDENCE WEALTH ADVISORS, LLC
CRD #306236 SEC #801-130211 INDEPENDENCE, OH 216-268-3888
SEC Registered
Total AUM
$162.8M
Discretionary
$162.8M
Employees
5
Clients
251
Accounts
967
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 17, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| AHRENS, RICHARD | I | CHIEF COMPLIANCE OFFICER/SENIOR FINANCIAL PLANNER | NA | Control |
| AHRENS, RICHARD | I | CHIEF COMPLIANCE OFFICER/SENIOR FINANCIAL PLANNER | NA | Control |
| AHRENS, RICHARD | I | CHIEF COMPLIANCE OFFICER/SENIOR FINANCIAL PLANNER | NA | Control |
| Kabalan, Ashley, Celeste | I | CHIEF COMPLIANCE OFFICER AND OPERATIONS SPECIALIST | NA | Control |
| Kabalan, Ashley, Celeste | I | CHIEF COMPLIANCE OFFICER AND OPERATIONS SPECIALIST | NA | Control |
| Kabalan, Ashley, Celeste | I | CHIEF COMPLIANCE OFFICER AND OPERATIONS SPECIALIST | NA | Control |
| Kabalan, Ashley, Celeste | I | CHIEF COMPLIANCE OFFICER AND OPERATIONS SPECIALIST | NA | Control |
| Kabalan, Ashley, Celeste | I | CHIEF COMPLIANCE OFFICER AND OPERATIONS SPECIALIST | NA | Control |
| Kabalan, Ashley, Celeste | I | CHIEF COMPLIANCE OFFICER AND OPERATIONS SPECIALIST | NA | Control |
| Kabalan, Ashley, Celeste | I | CHIEF COMPLIANCE OFFICER AND OPERATIONS SPECIALIST | NA | Control |
| Kabalan, Ashley, Celeste | I | CHIEF COMPLIANCE OFFICER AND OPERATIONS SPECIALIST | NA | Control |
| Kabalan, Ashley, Celeste | I | CHIEF COMPLIANCE OFFICER AND OPERATIONS SPECIALIST | NA | Control |
| Kabalan, Ashley, Celeste | I | CHIEF COMPLIANCE OFFICER AND OPERATIONS SPECIALIST | NA | Control |
| Kabalan, Ashley, Celeste | I | CHIEF COMPLIANCE OFFICER AND OPERATIONS SPECIALIST | NA | Control |
| Kabalan, Ashley, Celeste | I | CHIEF COMPLIANCE OFFICER AND OPERATIONS SPECIALIST | NA | Control |
| QUERY, JOSEPH | I | VICE PRESIDENT | NA | |
| KICHURCHAK, CHRISTOPHER, CHARLES | I | MANAGING MEMBER & PRESIDENT | E | Control |
| KICHURCHAK, CHRISTOPHER, CHARLES | I | MANAGING MEMBER & PRESIDENT | E | Control |
| KICHURCHAK, CHRISTOPHER, CHARLES | I | MANAGING MEMBER & PRESIDENT | E | Control |
| KICHURCHAK, CHRISTOPHER, CHARLES | I | MANAGING MEMBER & PRESIDENT | E | Control |
| KICHURCHAK, CHRISTOPHER, CHARLES | I | MANAGING MEMBER & PRESIDENT | E | Control |
| KICHURCHAK, CHRISTOPHER, CHARLES | I | MANAGING MEMBER & PRESIDENT | E | Control |
| KICHURCHAK, CHRISTOPHER, CHARLES | I | MANAGING MEMBER & PRESIDENT | E | Control |
| KICHURCHAK, CHRISTOPHER, CHARLES | I | MANAGING MEMBER & PRESIDENT | E | Control |
| KICHURCHAK, CHRISTOPHER, CHARLES | I | MANAGING MEMBER & PRESIDENT | E | Control |
| KICHURCHAK, CHRISTOPHER, CHARLES | I | MANAGING MEMBER & PRESIDENT | E | Control |
| KICHURCHAK, CHRISTOPHER, CHARLES | I | MANAGING MEMBER & PRESIDENT | E | Control |
| KICHURCHAK, CHRISTOPHER, CHARLES | I | MANAGING MEMBER & PRESIDENT | E | Control |
| KICHURCHAK, CHRISTOPHER, CHARLES | I | MANAGING MEMBER & PRESIDENT | E | Control |
| KICHURCHAK, CHRISTOPHER, CHARLES | I | MANAGING MEMBER & PRESIDENT | E | Control |
| KICHURCHAK, CHRISTOPHER, CHARLES | I | MANAGING MEMBER & PRESIDENT | E | Control |
Registrations
Federal
IA
Oct 17, 2025 REGISTERED
Notice Filings (3)
FL OH TX
Address
6100 OAK TREE BLVD SOUTHSUITE 130
INDEPENDENCE, OH 44131
United States
Phone: 216-268-3888