Independent Solutions Wealth Management, LLC

Overview

Independent Solutions Wealth Management, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2008. The firm operates as a capital allocator for both individual and family clients as well as institutional accounts. Its fee arrangements include percentage-of-AUM billing alongside hourly and flat-fee engagements. Core advisory services emphasize financial planning, portfolio management for individuals and small businesses, selection of third‑party advisers, and investor education through seminars and workshops. The firm does not position itself as an ESG-focused investor. Corporate ownership is a mix of a domestic entity and individual ownership, and the firm has affiliations that include broker‑dealer relationships, participation as another investment adviser, and roles as sponsor or managing member of pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices