Independent Wealth Advisors, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 328786
- SEC number
- 801-129370
- Firm type
- RIA
- Assets under management
- $195.3M as of Jun 22, 2026
- Website
- Not yet retrieved from the source record
- Phone
- 919-749-7596
- Address
- 167 E. Chatham Street, Cary, NC, 27511
Advisors at this firm
4 in our index · page 1 of 1
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Ethan Sloan CarrCRD 7002438 · Cary, NCIA RegisteredBroker
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Cristy Diane HeadCRD 6589756 · Cary, NCIA RegisteredBroker
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David Joseph HellingerCRD 4677013 · Cary, NCIA RegisteredBroker
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Jakub Martin KreuterCRD 3250250 · Cary, NCIA RegisteredBroker
1–4 of 4
Source & corrections
Where this page comes from
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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.
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