INDEPENDENT WEALTH ADVISORS, LLC of CARY, NC is an SEC-registered investment adviser (CRD 328786). Regulatory assets under management: $195.3M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth.
| 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 | — |