Independent Solutions Wealth Management, LLC
● SEC registered since 2008CRD 144733SEC# 801-69708Williamsville, NY
Reg. AUM
$1.54B
Employees
30
Accounts
7,198
Location
Williamsville, NY
Independent Solutions Wealth Management, LLC assets under management
Independent Solutions Wealth Management, LLC is an investment advisory firm registered with the SEC based in Williamsville, NY. The firm has been registered since 2008. It reports $1.5 billion in regulatory assets under management and employs 30 people.
Independent Solutions Wealth Management, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Big Time & Associates, Inc. Control | Managing Member | 25-50% | 2022 |
| Glenn Charles Wiggle Control | Managing Member/Chief Compliance Officer | 25-50% | 2007 |
| Michael F. Zimmer | Chief Operations Officer | Under 5% | 2017 |
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Join to unlock · $37/moFrequently asked questions
How much does Independent Solutions Wealth Management, LLC manage?
Independent Solutions Wealth Management, LLC reports $1.5 billion in regulatory assets under management on its Form ADV.
How many employees does Independent Solutions Wealth Management, LLC have?
Independent Solutions Wealth Management, LLC reports 30 employees.
Where is Independent Solutions Wealth Management, LLC located?
Independent Solutions Wealth Management, LLC is based in Williamsville, NY and has been SEC-registered since 2008.
Does Independent Solutions Wealth Management, LLC disclose fund performance?
Independent Solutions Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 305 Spindrift Drive, Williamsville, NY 14221 |
| Phone | 716-568-8566 |
| Fax | 716-633-1333 |
| Office hours | 9a.m.-5p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.54B▲ 25%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 26%
Larger than 74% of 16,271 advisers
EmployeesTop 18%
More than 82% of 16,825 advisers
Assets under management
$1.54Bregulatory AUM
Discretionary $1.54B