SourcingSourcing

INDEPENDENCE WEALTH ADVISORS, LLC

C49
CRD 306236·SEC 801-130211·INDEPENDENCE, OH
AUM
$210.3M
$100M-$500M
Est. Revenue
$2.1M
@ 1% on AUM
Est. EBITDA
$631K
@ 30% margin
Est. Deal Value
$5.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
INDEPENDENCE WEALTH ADVISORS, LLC
CRD
306236
SEC file #
801-130211
EIN
823792260
DBA names
—

Economics

AUM
$210.3M
AUM band
$100M-$500M
AUM trajectory
'25'26
$162.8M → $210.3M▲ +29%
Client mix
Individuals Other327
Individuals High Net Worth52

Operations

Employees (total)
4
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'25'26
5 advisors → 4 advisors▼ -20%
Primary office
INDEPENDENCE OH
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
04/28/2026
ADV-W filed at
—
Website
iwadirect.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KICHURCHAK, CHRISTOPHER, CHARLES
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
KICHURCHAK, CHRISTOPHER, CHARLES
Kabalan, Ashley, Celeste
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
IWADIRECT.COM
Rdap Domain Creation Date
2018-03-19T18:20:37Z
Rdap Firm Age Years
8
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002001765
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-01-09
Edgar Last Filing Date
2026-04-20
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-04-20
Accession0002085853-26-000421

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
6100 OAK TREE BLVD SUITE 130INDEPENDENCE, OH 44131
Business
6100 OAK TREE BLVD SUITE 130INDEPENDENCE, OH 44131
Edgar EIN
823792260
Edgar Recent Filings
13F-HR2026-04-20 · 0002085853-26-000421
13F-HR2026-01-09 · 0002085853-26-000025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-03-19T18:20:37Z
Rdap Domain Last Changed
2026-03-20T17:01:39Z
Rdap Nameservers
Ns61.domaincontrol.comNs62.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
4707675
Trust Company Affiliate
No

People (4)

4
KICHURCHAK, CHRISTOPHER, CHARLES
IAR · Direct Owner · 87.5%
4707675
Kabalan, Ashley, Celeste
IAR · Executive Officer · 2.5%
7289485
QUERY, JOSEPH
IAR · Executive Officer · 2.5%
4952284
William Eugene Tomlinson
IAR
7240853