INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC

WILLIAMSVILLE, New York·4 registered advisors·CRD# 144733
SEC# 801-697081716-568-8566
01

Firm Overview

AUM
$954M
Regulatory assets under management
Employees
21
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC

4 registered advisors
Daniel David Neiman
WILLIAMSVILLE, New York
Glenn Charles Wiggle
WILLIAMSVILLE, New York
Michael F. Zimmer
WILLIAMSVILLE, New York
Michael Steven Lomas
WILLIAMSVILLE, New York
05

Office Locations

WILLIAMSVILLE, New York
4 advisors

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Data sourced from SEC Form ADV filings. INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC (CRD# 144733) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.