I
CRD: 328786
Independent Wealth Advisors, LLC
Cary, NC, 27511
9197497596
$195.3M Total AUM
$195.3M Disc. AUM
-- 3Y CAGR
4 Employees
270 ADV. Clients
2 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-19-2024
- Office Locations
- 1
Office Locations
167 E. Chatham Street Suite 300 Cary NC
About Independent Wealth Advisors, LLC
Independent Wealth Advisors, LLC is a Cary-based RIA. The firm has been operating for 2 years. Managing $195.3M in total assets under management, with 4 advisory representatives. They custody assets with LPL Financial. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
35 AVG AGE
$48.8M AVG AUM / ADVISOR
$723.5K AVG AUM / CLIENT
1.8 yrs AVG TENURE
4 Employees
4 Advisory Reps
3 RIA Reps
2yrs Firm Age
Insights
Request access to benchmark trends tied to vector.
Unlock to see real insight on ember value pioneer.
Request access to benchmark trends tied to meridian focus.
Full visibility includes strategy notes for capital horizon alpha.
Request access to benchmark trends tied to momentum eagle.
See the complete signal summary connected to atlas.
Full visibility includes strategy notes for vertex peak.
Open the full profile to inspect shifts in capital matrix.
Asset Classes
Legacy Element capital
Investment Themes
Atlas Glacier harbor Quantum
Investment Vehicles
Radial catalyst
Services
North Quantum foundation Ridge Horizon signal Legacy Pathway
Owner & Executives
DAVID JOSEPH HELLINGER
Chief Compliance Officer, Managing Partner
- CRD
- #4677013
- Ownership
- 50% but less than 75%
(389) 945-6780
pathway.radial@legacycapital.com
in linkedin.com/in/vertex-beacon
JAKUB MARTIN KREUTER
Managing Partner
- CRD
- #3250250
- Ownership
- 50% but less than 75%
(456) 325-3243
insight.meridian@frontiercapital.com
in linkedin.com/in/capital-vital
Showing 2 of 2 owners & executives
Unlock allContacts
ETHAN SLOAN CARR
--
- CRD
- #7002438
(226) 487-6601
peak.vital@quantumcapital.com
in linkedin.com/in/meridian-timber
CRISTY DIANE HEAD
Associate
- CRD
- #6589756
(623) 899-5586
peak.wave@timbercapital.com
in linkedin.com/in/atlas-summit
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $195,338,422 | $452,172 |
| Non-Discretionary | $0 | -- |
| Total | $195,338,422 | $452,172 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $195,338,422
Public Funds:
14.9% Equity - Exchange:
13.9% Cash:
20.6% Corporate - Investment Grade:
15.3% Corporate - Non-Investment Grade:
20.2% U.S. Government/Agency:
15.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $275,871,980 | 14.9% |
| Equity - Exchange | $257,357,082 | 13.9% |
| Cash | $381,406,898 | 20.6% |
| Corporate - Investment Grade | $283,277,939 | 15.3% |
| Corporate - Non-Investment Grade | $374,000,939 | 20.2% |
| U.S. Government/Agency | $279,574,960 | 15.1% |
| Total | $1,851,489,798 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| WAVE SIGNAL | UNISON LEGACY | R94I1T57C | DDB | 7.99% | $16,348,341 |
| DELTA INSIGHT INSIGHT | BRIDGE VITAL | UOZD0XPUX | YTODV | 8.66% | $78,756,634 |
| ALPHA UNISON DELTA | INSIGHT SIGNAL | K7AESUY46 | NHM | 3.16% | $65,636,738 |
| MOMENTUM VERTEX | HARBOR INSIGHT | I8AVZWJ3N | VOS | 9.88% | $49,853,368 |
| NORTH DELTA RIDGE | CATALYST VECTOR | HDNKC8272 | RSZPP | 6.47% | $117,626,472 |
| BRIDGE ELEMENT | HORIZON MATRIX | 21NMC5L92 | ETL | 1.17% | $9,368,190 |
| VALUE SIGNAL INSIGHT | PEAK PIONEER | WRDAXE591 | HYM | 10.01% | $73,613,250 |
| RADIAL VITAL ALPHA | MATRIX RADIAL | 0NF1ZO2AO | UZD | 5.41% | $32,987,034 |