← Back to searchVisit website
INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC
CRD 144733 · SEC 801-69708
305 SPINDRIFT DRIVE, WILLIAMSVILLE, NY, 14221, United States
Phone
716-568-8566
Fax
716-633-1333
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.54B
Discretionary AUM
$1.54B
Team
30 total employees; 26 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3997 | $944.6M |
| High net worth individuals | 268 | $561.6M |
| Charitable organizations | 3 | $4.4M |
| Corporations/business entities | 17 | $26.7M |
States served
AZ, CA, CO, GA, KS, LA, ME, MA, MI, MN, NE, NV, NJ, NY, NC, OH, OR, PA, SC, TN, VA, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD