Skip to main content

INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC

SEC Form ADV profile.

Total regulatory AUM
$1,537,251,382
Discretionary
$1,537,251,382
Non-discretionary
$0

Firm details

CRD number
144733
SEC file number
801-69708
Main office
WILLIAMSVILLE, NY, United States
Employees
30
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.