LP Profile

Independent Solutions Wealth Management

Also known as independent solutions wealth

Wealth ManagerWilliamsville, United StatesFounded 2008
$860M
Assets Under Management
Williamsville
Headquarters
Investment Focus

About Independent Solutions Wealth Management

Investment management and planning wealth strategies for a strong financial future. Independent Solutions Wealth Management will help you protect and make the most of your income and assets.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Independent Solutions Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$1.5B
Total Clients
7,198
Filing Date
March 24, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Independent Solutions Wealth Management?

Independent Solutions Wealth Management is a wealth manager based in Williamsville, United States, managing approximately $860M in assets.

Where is Independent Solutions Wealth Management headquartered?

Independent Solutions Wealth Management is headquartered in Williamsville, United States.

How much does Independent Solutions Wealth Management manage?

Independent Solutions Wealth Management manages approximately $860M in assets under management.

When was Independent Solutions Wealth Management founded?

Independent Solutions Wealth Management was founded in 2008.

How can I contact Independent Solutions Wealth Management?

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