Overview
Assets Under Management: $1.2 billion
Headquarters: WILLIAMSVILLE, NY
High-Net-Worth Clients: 217
Average Client Assets: $2 million
Frequently Asked Questions
INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #144733), INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC is headquartered in WILLIAMSVILLE, NY.
INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC serves 217 high-net-worth clients according to their SEC filing dated March 27, 2025. View client details ↓
According to their SEC Form ADV, INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC manages $1.2 billion in client assets according to their SEC filing dated March 27, 2025.
According to their SEC Form ADV, INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 217
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 37.56
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 6,427
Discretionary Accounts: 6,427
Regulatory Filings
CRD Number: 144733
Filing ID: 1960726
Last Filing Date: 2025-03-27 12:25:00
Website: https://iswealthmanagement.com