The INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC is a privately held investment adviser that advises $1.59Bn in regulatory assets under management held in 0 SEC fund types across 1 investment strategies. INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 115.54% over the last 5-years.
The Group has been registered with the SEC for 17.73 years and is comprised of 2 filing and 0 relying advisers. They operate out of 3 office locations with their Headquarters at 305 SPINDRIFT DRIVE, AMHERST, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 33 employees comprised of 28 investment and 5 non-investment staff. The total number of Employees increased by 43.48% over the last 5-years.
Their $1.59Bn in assets advised are owned by 0 private funds, 1 public fund and BDCs and 20 other accounts. Assets of Individuals clients own $944.57mn or 59.46% of Total Assets and High Net Worth Individuals own $561.56mn or 35.35% of Total Assets.
The Group's top investment strategies include Long/Short Equity, representing 100% of total assets, respectively.
They advise 5 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.