RIA Intelligence

INDEPENDENT WEALTH ADVISORS, LLC

CRD #328786 SEC #801-129370 CARY, NC 919-749-7596
SEC Registered
Total AUM
$184.2M
Discretionary
$184.2M
Employees
3
Clients
101
Accounts
408

Firm Details

Organization Type
Limited Liability Company
State of Formation
North Carolina
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Oct 13, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
HELLINGER, DAVID, JOSEPHIMANAGING PARTNER AND CHIEF COMPLIANCE OFFICERD Control
HELLINGER, DAVID, JOSEPHIMANAGING PARTNER AND CHIEF COMPLIANCE OFFICERD Control
HELLINGER, DAVID, JOSEPHIMANAGING PARTNER AND CHIEF COMPLIANCE OFFICERD Control
HELLINGER, DAVID, JOSEPHIMANAGING PARTNER AND CHIEF COMPLIANCE OFFICERD Control
HELLINGER, DAVID, JOSEPHIMANAGING PARTNER AND CHIEF COMPLIANCE OFFICERD Control
HELLINGER, DAVID, JOSEPHIMANAGING PARTNER AND CHIEF COMPLIANCE OFFICERD Control
HELLINGER, DAVID, JOSEPHIMANAGING PARTNER AND CHIEF COMPLIANCE OFFICERD Control
HELLINGER, DAVID, JOSEPHIMANAGING PARTNER AND CHIEF COMPLIANCE OFFICERD Control
HELLINGER, DAVID, JOSEPHIMANAGING PARTNER AND CHIEF COMPLIANCE OFFICERD Control
HELLINGER, DAVID, JOSEPHIMANAGING PARTNER AND CHIEF COMPLIANCE OFFICERD Control
KREUTER, JAKUB, MARTINIMANAGING PARTNERD Control
KREUTER, JAKUB, MARTINIMANAGING PARTNERD Control
KREUTER, JAKUB, MARTINIMANAGING PARTNERD Control
KREUTER, JAKUB, MARTINIMANAGING PARTNERD Control
KREUTER, JAKUB, MARTINIMANAGING PARTNERD Control
KREUTER, JAKUB, MARTINIMANAGING PARTNERD Control
KREUTER, JAKUB, MARTINIMANAGING PARTNERD Control
KREUTER, JAKUB, MARTINIMANAGING PARTNERD Control
KREUTER, JAKUB, MARTINIMANAGING PARTNERD Control
KREUTER, JAKUB, MARTINIMANAGING PARTNERD Control

Registrations

Federal

IA
Oct 13, 2025 REGISTERED

Notice Filings (5)

FL GA NC TX VA

Address

167 E. CHATHAM STREET
SUITE 300
CARY, NC 27511
United States
Phone: 919-749-7596