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Ashley Celeste Kabalan

Independence Wealth Advisors, LLC

Independence, OH

CRD 7289485

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Employer firm

Independence Wealth Advisors, LLC CRD 306236

$210M regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Independence Wealth Advisors, Llc

6100 Oak Tree Blvd South Suite 130, Independence, OH 44131 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2020-08-23
  • OH RA
    APPROVED
    Since 2020-08-23

Branch Locations

6100 Oak Tree Blvd South Suite 130, Independence, OH 44131 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Oak Barrel Valley View OH 10/2015 10/2018
Cleveland Metropolitan School District Cleveland OH 12/2015 07/2020
Independence Wealth Advisors, Llc Independence OH 07/2019 Present
Independence Wealth Advisors, Llc Independence OH 08/2020 Present
Independence Wealth Advisors, Llc Independence OH 02/2021 05/2022
Independence Wealth Advisors, Llc Independence OH 09/2024 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-07-11
  • S65 Uniform Investment Adviser Law Examination
    2020-07-11

View on SEC IAPD

Nearby Firms

STRATEGIC WEALTH PARTNERS, LTD.
SWP INVESTMENT MANAGEMENT LLC
EDGEWATER CAPITAL PARTNERS

Nearby Investors

SEAN ALLEN ORICK
JAVIER ENRIQUE CORDERO CONDE
DAVID R ABATE

Nearby Offices

STRATEGIC WEALTH PARTNERS, LTD. · INDEPENDENCE, OH
SWP INVESTMENT MANAGEMENT LLC · INDEPENDENCE, OH
EDGEWATER CAPITAL PARTNERS · INDEPENDENCE, OH

More in Independence, OH

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