INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC
SEC RegisteredInvestment Solutions for Financial Advisors, Tax Professionals, and Licensed Professionals.
About the firm
Independent Solutions Wealth Management (ISWM) is an SEC Registered Investment Advisor founded by independent advisors to bring institutional-caliber investment strategies to independent advisors and their clients. The firm services institutional and retail clients with back-office support, advanced solutions, and strategic business development, available on Fidelity and Schwab. Grounded in asset allocation, diversification, and modern portfolio theory, ISWM offers tactical solutions designed to address varying market environments, risk tolerances, and client objectives.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Portfolio management, investment research, wealth management solutions, retirement income planning, tax-efficient investing strategies, estate and legacy planning, charitable giving strategies, investment committee oversight, and programs including TAPP (Tax & Accounting Professionals Program), Private Wealth Group, and Asset Management Alliance.
Who they serve
Financial advisors, tax professionals, licensed professionals, institutional clients, and retail clients, including tax and accounting professionals seeking to service their clients' investment needs and individuals seeking private wealth management.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 3,997 | $945M |
| High Net Worth Individuals | 268 | $562M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 3 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
30 advisors in the directory
Regulatory & compliance
Data as of March 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.