INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC
SEC file number 801-69708
· WILLIAMSVILLE, NY
https://independentsolutions.ie ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$953.8M
Discretionary AUM
$953.8M
Employees
21
Clients
—
Firm
- Address
- 305 SPINDRIFT DRIVE
WILLIAMSVILLE, NY 14221 - Phone
- —
- Website
- https://independentsolutions.ie
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 1, 2026
Possible Form D name matches (not verified)
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- License Management Solutions, Inc. Medium name-match confidence · CIK 2073609 · NY
- Strata Solas Wealth Management LLC Medium name-match confidence · CIK 2105970 · DE
-
EZ Management Solutions, Inc. · D · Apr 16, 2026$300K
-
Strata Solas Wealth Management LLC · D · Jan 20, 2026
-
License Management Solutions, Inc. · D/A · Dec 11, 2025$1.2M
-
License Management Solutions, Inc. · D · Jun 26, 2025$700K