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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

INDEPENDENCE WEALTH ADVISORS, LLC

CRD 306236

INDEPENDENCE, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:db762c0d-66c9-c2ac-4c4f-5b092f8b580b

Data as of Jun 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 9
On other graphs: 0
Observed: Apr 4, 2024 to Jun 11, 2026
17 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $210MItem 5.F on the latest filing (2026-06-11); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $210M
Private client RAUM: $210MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $42.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,113
Individual clients: 327
High net worth clients: 52
SEC number: 801-130211
CRD: 306236
Filings on the tape: 17
First filed: Apr 4, 2024
Latest filed: Jun 11, 2026
Organised: Limited Liability Company, OH
Website: iwadirect.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
CHRISTOPHER CHARLES KICHURCHAK	n/a	Independence, OH	6	21	5	no
William Eugene Tomlinson	n/a	INDEPENDENCE, OH	6	19	n/a	no
JOSEPH QUERY	Certified Financial Planner	INDEPENDENCE, OH	6	21	7	no
Ashley Celeste Kabalan	n/a	INDEPENDENCE, OH	6	10	n/a	no
Alec Acampora	Chartered Financial Consultant	INDEPENDENCE, OH	0	11	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Kabalan, Ashley, Celeste	CHIEF COMPLIANCE OFFICER AND OPERATIONS SPECIALIST	Na	yes	09/2024	Sep 17, 2024	Dec 17, 2024
KICHURCHAK, CHRISTOPHER, CHARLES	MANAGING MEMBER & PRESIDENT	E	yes	12/2017	Apr 4, 2024	Dec 17, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
UNITED BROKERAGE GROUP, LTD.	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 2 of 6

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 28, 2026	$210M	$210M	4	4	0	n/a	n/a
2024	Mar 7, 2025	$163M	$163M	5	5	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	20.0%	0	0	0	1	3

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$210M	$163M	29.2%	n/a	n/a	5	5	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
STRATEGIC WEALTH PARTNERS, LTD.	2	Feb 11, 2022	May 14, 2020	INDEPENDENCE, OH	Team lift out	RIA to RIA	15.4%
ALPHASTAR CAPITAL MANAGEMENT	2	Apr 9, 2020	Jan 26, 2020	CORNELIUS, NC	Team lift out	RIA to RIA	2.8%

Relationships

Registered with (12)

← Alec AcamporaAdvisorregistration: current employment
May 29, 2026 to presentfactForm ADV
← Ashley Celeste KabalanAdvisorregistration: current employment
Aug 23, 2020 to presentfactForm ADV
← JOSEPH QUERYAdvisorregistration: current employment
May 14, 2020 to presentfactForm ADV
← William Eugene TomlinsonAdvisorregistration: current employment
Mar 23, 2020 to presentfactForm ADV
← CHRISTOPHER CHARLES KICHURCHAKAdvisorregistration: current employment
Dec 5, 2019 to presentfactForm ADV
← MITCHELL ALBAN KOTHEIMERAdvisorregistration: previous registration
Nov 5, 2024 to Apr 28, 2026factForm ADV
← Nicholas Peter MuellerAdvisorregistration: previous registration
Dec 13, 2024 to Mar 3, 2025factForm ADV
← RICHARD AHRENSAdvisorregistration: previous registration
May 5, 2020 to Sep 19, 2024factForm ADV
← Matthew Hampton MatheneyAdvisorregistration: previous registration
Jan 31, 2023 to Apr 25, 2023factForm ADV
← Phillip HuffAdvisorregistration: previous registration
Jan 17, 2020 to Jan 6, 2022factForm ADV
← Austin Robert MaukAdvisorregistration: previous registration
Apr 1, 2021 to Dec 21, 2021factForm ADV
← Joseph Frank GrimsicAdvisorregistration: previous registration
Jan 26, 2020 to Jul 12, 2021factForm ADV

Controls (2)

← KICHURCHAK, CHRISTOPHER, CHARLESOwnerMANAGING MEMBER & PRESIDENT, ownership code E, individual
Apr 4, 2024 to Dec 17, 2024factForm ADV
← Kabalan, Ashley, CelesteOwnerCHIEF COMPLIANCE OFFICER AND OPERATIONS SPECIALIST, ownership code NA, individual
Sep 17, 2024 to Dec 17, 2024factForm ADV

Moved with (2)

← STRATEGIC WEALTH PARTNERS, LTD.Registered adviser2 advisors, team lift out, same day
Feb 11, 2022 to May 14, 2020factForm ADV
← ALPHASTAR CAPITAL MANAGEMENTRegistered adviser3 advisors, team lift out, same day
Apr 9, 2020 to Jan 26, 2020factForm ADV

Dated events

Occurred
Apr 28, 2026
Advisor changed firm
Mitchell Alban Kotheimer left Independence Wealth Advisors, Llc for Brighton Jones Llc (registered 2026-05-09)
Form ADVobserved 5 days ago
Occurred
Mar 3, 2025
Advisor changed firm
Nicholas Peter Mueller left Independence Wealth Advisors, Llc for Integrity Alliance, Llc (registered 2026-04-20)
Form ADVobserved 5 days ago
Occurred
Sep 19, 2024
Advisor changed firm
Richard Ahrens left Independence Wealth Advisors, Llc for Clearstead; Clearstead Advisory Solutions (registered 2024-10-14)
Form ADVobserved 5 days ago
Occurred
Sep 17, 2024
Control person joined
Celeste Ashley Kabalan (Chief Compliance Officer And Operations Specialist) appeared on Schedule A of Independence Wealth Advisors, Llc
Form ADVobserved 5 days ago
Occurred
Sep 17, 2024
Control person left
Richard Ahrens (Chief Compliance Officer/Senior Financial Planner) no longer on Schedule A of Independence Wealth Advisors, Llc (listed 2024-05-21, absent 2024-09-17)
Form ADVobserved 5 days ago
Occurred
Apr 4, 2024
First Form ADV filing
Independence Wealth Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago
Occurred
Apr 25, 2023
Advisor changed firm
Matthew Hampton Matheney left Independence Wealth Advisors, Llc for Guardian Wealth Partners, Llc (registered 2023-09-12)
Form ADVobserved 5 days ago
Occurred
Feb 11, 2022
Team lift-out
2 advisors left Strategic Wealth Partners, LTD. (Independence, OH) for Independence Wealth Advisors, LLC on the same day
Form ADVobserved 5 days ago
2 advisors
Occurred
Jan 6, 2022
Advisor changed firm
Phillip Huff left Independence Wealth Advisors, Llc for Golden Reserve Retirement, Llc (registered 2022-03-03)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:db762c0d-66c9-c2ac-4c4f-5b092f8b580b
First observed: Apr 4, 2024
Last observed: Jun 11, 2026 3 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

INDEPENDENCE WEALTH ADVISORS, LLC

CRD 306236

INDEPENDENCE, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:db762c0d-66c9-c2ac-4c4f-5b092f8b580b

Data as of Jun 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:02 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

CHRISTOPHER CHARLES KICHURCHAK

n/a

Independence, OH

William Eugene Tomlinson

n/a

INDEPENDENCE, OH

n/a

JOSEPH QUERY

Certified Financial Planner

INDEPENDENCE, OH

Ashley Celeste Kabalan

n/a

INDEPENDENCE, OH

n/a

Alec Acampora

Chartered Financial Consultant

INDEPENDENCE, OH

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Kabalan, Ashley, Celeste

CHIEF COMPLIANCE OFFICER AND OPERATIONS SPECIALIST

yes

09/2024

Sep 17, 2024

Dec 17, 2024

KICHURCHAK, CHRISTOPHER, CHARLES

MANAGING MEMBER & PRESIDENT

yes

12/2017

Apr 4, 2024

Dec 17, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

UNITED BROKERAGE GROUP, LTD.

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 28, 2026

$210M

n/a

2024

Mar 7, 2025

$163M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

20.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$210M

$163M

29.2%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

STRATEGIC WEALTH PARTNERS, LTD.

Feb 11, 2022

May 14, 2020

INDEPENDENCE, OH

Team lift out

RIA to RIA

15.4%

ALPHASTAR CAPITAL MANAGEMENT

Apr 9, 2020

Jan 26, 2020

CORNELIUS, NC

Team lift out

RIA to RIA

2.8%