Independence Wealth Advisors, Llc
- Regulatory AUM
- $210M
- Discretionary
- $210M
- Clients
- 379
- Avg AUM / client
- $555K
- Accounts
- 1,113
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 327 | $117M | 55.7% |
| High net worth individuals | 52 | $93.1M | 44.3% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christopher Charles Kichurchak | Managing Member & President | Dec 2017 (9y) | 75% or more | |
| Ashley Celeste Kabalan | Chief Compliance Officer And Operations Specialist | Aug 2020 (6y) | Less than 5% | |
| William Eugene Tomlinson | Registered representative | Mar 2020 (6y) | ||
| Joseph Query | Registered representative | CFP | May 2020 (6y) | |
| Alec Acampora | Registered representative | Chartered Financial Consultant | May 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/11/2026 | 986 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $210M (100% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 11, 2026.
View current Form ADV (SEC/IAPD) ↗