# INDEPENDENT WEALTH ADVISORS, LLC

INDEPENDENT WEALTH ADVISORS, LLC of CARY, NC is an SEC-registered investment adviser.

## Registration

- CRD: 328786
- Type: SEC-registered investment adviser
- SEC file number: 801-129370
- Location: 167 E. CHATHAM STREET, SUITE 300, CARY, NC, 27511
- Phone: 919-749-7596
- Latest filing: 2026-06-22
- Regulatory AUM: $195.3M
- Discretionary AUM: $195.3M
- Clients: 4
- Accounts: 432

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| David Joseph Hellinger | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | Cary, NC |
| Jakub Martin Kreuter | MANAGING PARTNER | — |
| HELLINGER DAVID JOSEPH | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | — |
| KREUTER JAKUB MARTIN | MANAGING PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/328786/brochure
- Similar advisers: https://search.stillhousedata.com/firm/328786/similar
- Related entities: https://search.stillhousedata.com/firm/328786/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/328786

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.