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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Vertex legacyCrest +more
- Established Date
- 12-05-2019
- Office Locations
- 2
Office Locations
About Independence Wealth Advisors, LLC
Independence Wealth Advisors is an independent wealth management firm offering retirement planning, asset management, tax planning, and insurance and estate/legacy planning. The team uses a “Risk Number” process that analyzes a client’s portfolio into a simple risk-tolerance score to guide investment decisions, paired with ongoing education and reviews. Based in Independence, OH; custody includes Charles Schwab. Featured in outlets including CNBC and Kiplinger.
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Owner & Executives
CHRISTOPHER CHARLES KICHURCHAK
Managing Member, President
- CRD
- #4707675
- Ownership
- 75% or more
Ashley Celeste Kabalan
Chief Compliance Officer
- CRD
- #7289485
- Ownership
- Less than 5%
Wave unison
Momentum fusion vital
- CRD
- #68377
- Ownership
- 16.7%
Showing 2 of 3 owners & executives
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William Eugene Tomlinson
Wealth Advisor
- CRD
- #7240853
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $210,302,903 | $188,951 |
| Non-Discretionary | $0 | -- |
| Total | $210,302,903 | $188,951 |
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Separately Managed Accounts
Total SMA Asset: $210,302,903
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,296,871,431 | 32.4% |
| Equity - Exchange | $504,338,890 | 12.6% |
| Cash | $1,533,030,118 | 38.3% |
| Other | $668,449,164 | 16.7% |
| Total | $4,002,689,603 | 100.0% |