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Independent Solutions Wealth Management
Independent Solutions Wealth Management was established in 2008 as a registered investment advisor. It focuses on advisory services for individuals,...
Independent Solutions Wealth Management
Independent Solutions Wealth Management was established in 2008 as a registered investment advisor. It focuses on advisory services for individuals, high-net-worth individuals, corporate plans, and trust programs. The firm manages client portfolios through asset allocation and ongoing oversight. No specific asset-class breakdowns or named holdings appear in available records. Activity remains centered in the United States with no disclosed international exposure or co-investment programs. The firm reports $954 million in assets under management. No additional offices, team size, or adjacent vehicles such as foundations are documented. No operational events from the last 24 months are recorded. Governance follows standard RIA registration with no disclosed succession plan or hybrid structure.
General information
Firm type
Wealth Manager
Year founded
2008
AUM
954 (Altss estimate)
Location
Region
North America
Country
United States
City
Traverse City
Corporate office
Williamsville, NY, United States
Frequently asked questions
Who runs investment decisions at Independent Solutions Wealth Management?
No named principals or CIO appear in public records. Investment decisions follow standard RIA advisory protocols for client portfolios.
Does Independent Solutions Wealth Management participate in fund commitments or only direct deals?
Available information shows no fund commitments or direct deal activity. The firm focuses on portfolio management for advisory clients.
What investment stages does Independent Solutions Wealth Management typically target?
No stage-specific focus is disclosed. Services center on asset management for existing client holdings rather than venture or growth investments.
Where does the underlying wealth come from?
The firm advises external clients rather than managing wealth from a single family or operating company. No wealth-origin details are published.
Is Independent Solutions Wealth Management structured as a single family office?
No. It operates as a registered investment advisor serving multiple clients including individuals, corporations, and trusts.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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