# Independent Solutions Wealth Management

Independent Solutions Wealth Management is a RIA based in Traverse City, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Traverse City, United States
- **Region:** North America
- **Address:** Williamsville, NY, United States
- **Founded:** 2008
- **Assets under management:** 954 (Altss estimate)
- **Website:** iswealthmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/independent-solutions-wealth-management-llc

## Regulatory record

- **CRD number:** 124242
- **SEC file number:** 801-69708
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-21T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/124242

## About

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.

## 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.

## Related profiles

- [Brokers International Financial Services](https://altss.com/profile/brokers-international-financial-services)
- [Medical College of Virginia Foundation](https://altss.com/profile/medical-college-of-virginia-foundation)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/independent-solutions-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology