Independence Wealth Advisors

  • Financial Services
  • Seven Hills OH
  • 1 employee
  • Financial Services
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Company Overview

Headquarters
6480 Rockside Woods Blvd S, Seven Hills OH
Website
iwadirect.com
Employees
1
Founded in
2018
Industry
Financial Services
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Financials & Stats

Revenue

$3B

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Who is Independence Wealth Advisors

Independence Wealth Advisors is a privately held company based in Seven Hills, Ohio. The company employs 1 person and generates an annual revenue of $2.5 million. IWA provides a range of financial services to local families and closely held businesses. These services include investment management, wealth management, financial planning, retirement planning, estate planning, and Roth IRA conversions and rollovers. IWA's team of Certified Financial Planners and Investment Advisors has been recognized for their expertise, appearing on CNBC and being quoted in publications such as The Wall Street Journal, Forbes, Kiplingers, and Crain's Cleveland Business. They have also hosted a local radio show, "The Head Coach's Financial Playbook," on WKNR2- 1540. For more information about IWA's services, visit their website at iwadirect.com.

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FAQ

What is the location of Independence Wealth Advisors's headquarters?
The headquarters of Independence Wealth Advisors are situated at 6480 Rockside Woods Blvd S, Seven Hills OH
What is Independence Wealth Advisors's official website?
The official website of Independence Wealth Advisors can be found at iwadirect.com.
What is Independence Wealth Advisors's current revenue?
As of September 2023, Independence Wealth Advisors's annual revenue reached $3B.
How many employees does Independence Wealth Advisors currently have?
Independence Wealth Advisors employs 1 person as of September 2023
Which industries is Independence Wealth Advisors primarily operating in?
Independence Wealth Advisors operates in the following industries: Finance, Credit
When was Independence Wealth Advisors founded?
Independence Wealth Advisors was founded in 2018.

Employee Directory

Key Employees

Chris Kichurchak

President

Phone Email

Ashley Kabalan

Chief Compliance Officer and Client Services/Operations

Phone Email