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| Happy Holidays!! thanks for using AUM13F!! |
| Independent Solutions Wealth Management LLC
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| CRD # | 144733 |
| SEC # | 801-69708 |
| CIK # | 0001818391 |
| AUM | $1.2 B (2025-03-27) |
| Employees | 28 (82% Investors, 75% Brokers) |
| Phone | 716-568-8566 |
| Address | 305 Spindrift Drive Williamsville, NY 14221 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Costco Wholesale Corp /NEW | 20.4 | ||
| Apple Inc | 16.5 | ||
| Nvidia Corp | 16.3 | ||
| Broadcom Inc | 13.5 | ||
| Palantir Technologies Inc | 13.3 | ||
| Microsoft Corp | 11.2 | ||
| Amazon Com Inc | 7.0 | ||
| Facebook Inc | 6.7 | ||
| Cisco Systems Inc | 5.8 | ||
| Netflix Inc | 5.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,537 | 748.1 |
| (b) Individuals (high net worth individuals) | 217 | 460.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 4.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 17 | 13.3 |
| (n) Other | 0 | 0.0 |
| Total | 6,427 | 1,226.2 |
| By Discretionary | ||
| Discretionary | 6,427 | 1,226.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6,427 | 1,226.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,226.2 | |
| Total | 6,427 | 1,226.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001818391] | |
| SC 13G | [0001818391] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Independent Solutions Wealth Management LLC | Listed Funds Trust | [2025-02-14] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Independent Solutions Wealth Management LLC
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|
NY | 1.2 |
|
Neiman Funds Management LLC
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|
NY | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
MLG Wealth Management Inc
✚
|
MN | 1.2 |
|
Martel Wealth Advisors Inc
✚
|
WA | 1.2 |
|
Wright Investors Service Inc
✚
|
CT | 1.2 |
|
Balefire LLC
✚
|
TX | 1.2 |
|
Acorn Financial Advisory Services Inc
✚
|
VA | 1.2 |
|
Apriem Advisors
✚
|
CA | 1.2 |
|
Level Four Capital Management
✚
|
TX | 1.2 |
|
Fortis Capital Advisors LLC
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|
KS | 1.2 |
|
Payne Capital Management LLC
✚
|
NY | 1.2 |
|
Triangle Securities Wealth Management Inc
✚
|
NC | 1.2 |