Independent Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$194,493,624
Clients
256
Advisors
4
of 4 employees
About
Independent Wealth Advisors, LLC provides ongoing portfolio management and financial planning to individual and high-net-worth clients, delivering asset management through its Strategic Wealth Management (SWM) platform and preparing written Investment Policy Statements for each client. Services include discretionary portfolio management, model-based asset allocation, regular portfolio monitoring, and one-time or ongoing financial planning across retirement, tax, insurance, and college planning topics.
The firm employs a mix of analytical methods—cyclical, fundamental, modern portfolio theory, and quantitative analysis—and generally pursues long-term trading guided by each client’s documented risk tolerance and time horizon. A dedicated Portfolio Analyst conducts due diligence and presents investment vehicles to an Investment Committee that meets monthly to develop and review model portfolios advisors may adopt or tailor for individual clients.
A distinctive feature is that IWA sponsors and manages a wrap fee program, bundling management and transaction costs for wrap clients and absorbing trading costs for those accounts. The brochure also discloses that advisors are dually registered with a broker-dealer and as insurance agents and that the firm requires custody at LPL Financial—relationships from which the firm receives support services and other benefits and which the firm acknowledges as potential conflicts of interest it documents and discloses to clients.
Client services
Expertise
Fee options
Financial planning fees are fixed fees negotiated between $500 and $20,000.
$5,000+: Up to 1.25% annually
Account minimum: $5,000
Main office
167 E. Chatham Street, Suite 300
Cary NC 27511
Advisors at this office
4
Most active in
Florida · Georgia · North Carolina · Texas · Virginia
Also doing business as
Independent Wealth Advisor · Independent Wealth Advisor, LLC · Independent Wealth Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Jakub K
Series 63, Series 65
Cary, NC
Independent Wealth Advisors, LLC
Jakub Kreuter is a financial advisor with Independent Wealth Advisors, LLC in Cary, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at LPL Financial starting in 2009 and has been with Independent Wealth Advisors since 2024. Independent Wealth Advisors provides portfolio management and financial planning services to individual and high-net-worth clients using its Strategic Wealth Management platform. The firm employs a combination of analytical methods and maintains a monthly Investment Committee to develop and monitor model portfolios, offering discretionary management, model-based allocation, and written Investment Policy Statements tailored to client risk tolerance and time horizon.
Ethan C
Series 66
Cary, NC
Independent Wealth Advisors, LLC
Ethan Carr is a financial advisor at Independent Wealth Advisors, LLC with seven years of industry experience. He holds the Series 66 designation and has previously worked at firms including Equitable Advisors and Axa Advisors. Independent Wealth Advisors, LLC provides portfolio management and financial planning services to individual and high-net-worth clients, using a blend of analytical methods and offering discretionary portfolio management through its Strategic Wealth Management platform. The firm also sponsors a wrap fee program that bundles management and transaction costs for clients.
Cristy H
Series 66
Cary, NC
Independent Wealth Advisors, LLC
Cristy Head is a financial advisor with Independent Wealth Advisors, LLC, holding a Series 66 designation and five years of industry experience. She has been associated with Independent Wealth Advisors since 2024 and has prior experience with LPL Financial. Outside of her advisory role, she is involved with Said and Done LLC, a business she has maintained since 2007. Independent Wealth Advisors, LLC provides portfolio management and financial planning services to individual and high-net-worth clients through its Strategic Wealth Management platform. The firm uses a combination of analytical methods and a dedicated Investment Committee to develop and monitor model portfolios, offering both discretionary management and comprehensive financial planning.
David H
Series 66
Cary, NC
Independent Wealth Advisors, LLC
David Hellinger is a financial advisor with Independent Wealth Advisors, LLC in Cary, NC, holding a Series 66 designation and 22 years of industry experience. His prior experience includes a long tenure at LPL Financial. Independent Wealth Advisors provides portfolio management and financial planning services to individual and high-net-worth clients through its Strategic Wealth Management platform. The firm combines various analytical approaches and maintains a monthly-reviewed investment committee to tailor portfolios according to each client’s risk tolerance and time horizon.
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