Independence Wealth Advisors, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 306236
- SEC number
- 801-130211
- Firm type
- RIA
- Assets under management
- $210.3M as of Jun 11, 2026
- Website
- www.iwadirect.com ↗
- Phone
- 216-268-3888
- Address
- 6100 Oak Tree Blvd South, Independence, OH, 44131
Advisors at this firm
5 in our index · page 1 of 1
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Alec AcamporaCRD 7798398 · Independence, OHIA RegisteredRegistration inactive
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Christopher Charles KichurchakCRD 4707675 · Independence, OHIA Registered
-
Ashley Celeste KabalanCRD 7289485 · Independence, OHIA Registered
-
Joseph QueryCRD 4952284 · Independence, OHIA Registered
-
William Eugene TomlinsonCRD 7240853 · Independence, OHIA Registered
1–5 of 5
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 306236 ↗
FINRA BrokerCheck record for firm CRD 306236 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.