Independent Solutions Wealth Management, LLC

RIASEC Registered

Total AUM

$1.5B

Discretionary

$1.5B

100% of AUM

Avg account

$214K

Accounts

7,198

Employees

Advisory reps

Firm details

Headquarters: Williamsville, New York
CRD number: 144733
Registered since: November 10, 2008
Website: iswealthmanagement.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals61.45%
HNWI36.53%
Corporations / Businesses1.74%
Charitable Organizations0.29%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Independent Solutions Wealth Management, LLC is an independent registered investment adviser organized as an LLC that operates as a capital allocator for both individual/family and institutional clients. The firm is SEC-registered (initially registered in 2008) and provides financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars/workshops. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm also maintains industry affiliations that include broker-dealer relationships and roles as sponsor/GP or managing member of pooled investment vehicles, indicating active involvement in structuring or sponsoring alternative investment vehicles. Independent Solutions does not identify as an active ESG investor.