Get started
LP Profile

Independent Solutions Wealth Management

Also known as independent solutions wealth

Wealth ManagerWilliamsville, United StatesFounded 2008
$860M
Assets Under Management
Williamsville
Headquarters
Get Contact Details Website LinkedIn
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.

Preferred Investment Types

Real Estate - General

Preferred Sectors & Themes

Real EstateResidential Property Acquisition & DevelopmentIndustrial Property Acquisition & DevelopmentCommercial Property Acquisition & Development
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 →
Signal Feed

Recent Filings

Public filings matched to Independent Solutions Wealth Management across SEC, IRS, DOL and international registers — newest first.

13F
Independent Solutions Wealth Management, LLC
Oct 28, 2026 · 2026 Q3
$787.8M
13F
Independent Solutions Wealth Management, LLC
Jul 29, 2026 · 2026 Q2
$766.3M
FORM ADV
INDEPENDENT WEALTH MANAGEMENT, LLC
May 21, 2026
$203.0M
13F
Independent Solutions Wealth Management, LLC
Apr 27, 2026 · 2026 Q1
$679.1M
FORM ADV
INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC
Mar 24, 2026
$1.5B

Cross-referenced from the LPbacked Signal Feed.

Explore

Explore similar limited partners

Browse more wealth managers and other institutional investors by location and type in the LPbacked limited-partner database.

Wealth Managers in United StatesAll Wealth ManagersLimited Partners in WilliamsvilleLimited Partners in United StatesLP Database

Similar real estate investors

Multifamily & Residential Real Estate InvestorsIndustrial Real Estate InvestorsOffice & Commercial Real Estate InvestorsReal Estate Investor Database
More Investors

Related Wealth Managers in United States

Bay Hills Capital
San Francisco, United States
$860M AUM
High Net Worth Advisory Group
Naples, United States
$862M AUM
Gearhart & Associates
Cincinnati, United States
$873M AUM
Covington Investment Advisors
Ligonier, United States
$886M AUM
Lighthouse Wealth Strategies
Gig Harbor, United States
$844M AUM
Talon Private Wealth
The Villages, United States
$843M AUM
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.

What does Independent Solutions Wealth Management invest in?

Independent Solutions Wealth Management focuses on Real Estate - General, Real Estate, Residential Property Acquisition & Development, Industrial Property Acquisition & Development, Commercial Property Acquisition & Development.

How can I contact Independent Solutions Wealth Management?

Verified contact details, key decision-makers, and investment preferences for Independent Solutions Wealth Management are available on LPbacked. Create a free account to access them.