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| Independent Solutions Wealth Management LLC
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| |
|---|---|
| CRD # | 144733 |
| SEC # | 801-69708 |
| CIK # | |
| AUM | $953.8 MM (2024-07-26) |
| Employees | 21 (76% Investors, 62% Brokers) |
| Phone | 716-568-8566 |
| Address | 305 Spindrift Drive Williamsville, NY 14221 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,493 | 580.6 |
| (b) Individuals (high net worth individuals) | 157 | 357.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 6 | 7.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 14 | 8.4 |
| (n) Other | 0 | 0.0 |
| Total | 5,873 | 953.8 |
| By Discretionary | ||
| Discretionary | 5,873 | 953.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5,873 | 953.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 953.8 | |
| Total | 5,873 | 953.8 |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Independent Solutions Wealth Management LLC
✚
|
NY | 1.0 |
|
Neiman Funds Management LLC
✚
|
NY | 0.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Archford Capital Strategies LLC
✚
|
IL | 1.0 |
|
Navellier & Associates Inc
✚
|
NV | 1.0 |
|
Pinnacle Investments LLC
✚
|
NY | 1.0 |
|
Pronvest Inc
✚
|
TN | 1.0 |
|
O'Brien Wealth Partners LLC
✚
|
MA | 1.0 |
|
Activest Wealth Management LLC
✚
|
FL | 1.0 |
|
Live Oak Private Wealth LLC
✚
|
NC | 1.0 |
|
Accel Wealth Management LLC
✚
|
IA | 0.9 |
|
Midwest Capital Advisors LLC
✚
|
MI | 0.9 |
|
Hamilton Point Investment Advisors LLC
✚
|
NC | 0.9 |