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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between October 17, 2025 and June 11, 2026, reported AUM increased 29.2%, from $162.8M to $210.3M.
Across 3 reported observations, AUM increased 64.4% between December 17, 2024 and June 11, 2026, from $127.9M to $210.3M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 5 advisory representatives and 382 clients, or 76.4 clients per representative. That equates to $550.5K in reported AUM per client.
The profile lists 2 reported office locations and 6 years in operation. The source data was last updated on June 11, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Independence Wealth Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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%
Showing 2 of 3 owners & executives
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Alec Acampora
Wealth Advisor
- CRD
- #7798398
William Eugene Tomlinson
Wealth Advisor
- CRD
- #7240853
Showing 2 of 5 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
SMA allocation detail is available
Independence Wealth Advisors, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Independence Wealth Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.