David Joseph Hellinger
Investment adviser representative at Independent Wealth Advisors, LLC
16 yearsExperience
1 stateRegistered in
$195.3MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Independent Wealth Advisors, LLCMar 2024 to now
- LPL Financial, LLCApr 2010 to now
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (NC).
Independent Wealth Advisors, LLC
$195.3MAssets managed
258Clients
4Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4677013
- Firm CRD
- 328786