Independent Solutions Wealth Management, LLC

Overview

Independent Solutions Wealth Management, LLC is an SEC-registered investment adviser organized as a limited liability company and operating as a capital allocator for both individual/family and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars and workshops. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options. The adviser is not identified as an active ESG investor and is not flagged as a multi-state adviser in the source data. Industry affiliations listed include roles as a broker-dealer, a separate investment adviser, and as sponsor/GP/managing member of pooled investment vehicles, indicating the firm can both allocate to third-party managers and operate pooled structures directly.

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Location & Offices