WILLIAMSVILLE, NYCRD 144733Latest ADV March 24, 2026
Independent Solutions Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Williamsville, NY. Its latest Form ADV filing, dated March 24, 2026, reports $1.5B in regulatory assets under management, 30 employees, 3 offices, and 7,198 accounts.
Assets Under Management
$1.5B
Employees
30
Offices
3 offices
Total Clients
4,285
Primary office
WILLIAMSVILLE, NY
305 SPINDRIFT DRIVE, WILLIAMSVILLE, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 93.3% of total clients.
Top client categories% of clientsClients
1
Individuals
93.3%
3,997
2
HNWI
6.3%
268
3
Corporations
0.4%
17
4
Charitable
0.1%
3
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.5Bas of March 24, 2026
Discretionary100.0%
$1.5B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.5B
Total Accounts7,198
10Y AUM Change+$1.3B (+490.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees30
Clients per Employee143:1
10Y Employee Change+24 (+400.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.