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| Independent Solutions Wealth Management LLC
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| CRD # | 144733 |
| SEC # | 801-69708 |
| CIK # | 0001818391 |
| AUM | 1,537.3 M (2026-03-24) |
| Employees | 30 (87% Investors, 80% Brokers) |
| Phone | 716-568-8566 |
| Address | 305 Spindrift Drive Williamsville, NY 14221 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Apple Inc | 21.6 | |
| Nvidia Corp | 18.1 | |
| Broadcom Inc | 14.3 | |
| Palantir Technologies Inc | 11.1 | |
| Costco Wholesale Corp /NEW | 10.6 | |
| Microsoft Corp | 9.4 | |
| Chevron Corp | 8.0 | |
| Alphabet Inc | 8.0 | |
| Cisco Systems Inc | 6.7 | |
| Amazon Com Inc | 6.4 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,997 | 944.6 |
| (b) Individuals (high net worth individuals) | 268 | 561.6 |
| (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 | 4.4 |
| (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 | 26.7 |
| (n) Other | 0 | 0.0 |
| Total | 7,198 | 1,537.3 |
| By Discretionary | ||
| Discretionary | 7,198 | 1,537.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 7,198 | 1,537.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,537.3 | |
| Total | 7,198 | 1,537.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 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] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
| Related Firms | State | AUM |
|---|---|---|
|
Independent Solutions Wealth Management LLC
✚
|
NY | 1,537.3 M |
|
Neiman Funds Management LLC
✚
|
NY | 41.2 M |
| Comparable Firms | State | AUM |
|---|---|---|
|
Invst LLC
✚
|
IN | 1,565.1 M |
|
Godsey & GIBB Inc
✚
|
VA | 1,560.6 M |
|
Heartwood Wealth Advisors LLC
✚
|
VA | 1,548.6 M |
|
BFSG LLC
✚
|
CA | 1,535.3 M |
|
Delta Asset Management LLC
✚
|
TN | 1,528.0 M |
|
Triune Financial Partners LLC
✚
|
KS | 1,521.9 M |
|
Compak Asset Management
✚
|
CA | 1,516.9 M |
|
Goehring & Rozencwajg Associates LLC
✚
|
NY | 1,514.6 M |
|
MLG Wealth Management Inc
✚
|
MN | 1,491.3 M |
|
Retirement Investment Advisors Inc
✚
|
OK | 1,489.8 M |