INDEPENDENT WEALTH SOLUTIONS

Overview

Independent Wealth Solutions operates as a limited partnership serving individual and family clients. The firm combines advisory work—portfolio management for individuals and small businesses, pension consulting services and the selection of other advisers—with insurance brokerage activity. FINTRX classifies the firm as a capital allocator; its fee model includes a percentage-of-AUM component alongside other fee arrangements. The firm is not identified as an active ESG investor and does not operate as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives