| 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 |
Independent Solutions Wealth Management, LLC reports $1.2 billion in regulatory assets under management on its Form ADV.
Independent Solutions Wealth Management, LLC reports 28 employees.
Independent Solutions Wealth Management, LLC is based in Williamsville, NY and has been SEC-registered since 2008.
Independent Solutions Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $1.23B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.23B |