INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC
CRD #144733 SEC #801-69708 WILLIAMSVILLE, NY 716-568-8566
SEC Registered
Total AUM
$1.2B
Discretionary
$1.2B
Employees
28
Clients
1
Accounts
6,427
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $1.2B | $1.2B | $0 | 28 | 0 |
| Mar 2025 | $1.2B | $1.2B | $0 | 28 | 0 |
| Oct 2024 | $953.8M | $953.8M | $0 | 21 | 0 |
| Jul 2024 | $953.8M | $953.8M | $0 | 21 | 0 |
| Mar 2024 | $953.8M | $953.8M | $0 | 21 | 0 |
| Nov 2023 | $838.4M | $838.4M | $0 | 18 | 0 |
| Jun 2023 | $838.4M | $838.4M | $0 | 18 | 0 |
| Mar 2023 | $838.4M | $838.4M | $0 | 18 | 0 |
| Aug 2022 | $860M | $860M | $0 | 19 | 0 |
| Aug 2022 | $860M | $860M | $0 | 19 | 0 |
| Jun 2022 | $860M | $860M | $0 | 19 | 0 |
| Feb 2022 | $860M | $860M | $0 | 19 | 0 |
| Feb 2021 | $707.9M | $707.9M | $0 | 20 | 0 |
| Dec 2020 | $512.6M | $512.6M | $0 | 25 | 3 |
| May 2020 | $512.6M | $512.6M | $0 | 25 | 3 |
| May 2020 | $512.6M | $512.6M | $0 | 25 | 3 |
| Mar 2020 | $512.6M | $512.6M | $0 | 25 | 3 |
| Jan 2020 | $357.5M | $357.5M | $0 | 26 | 5 |
| Aug 2019 | $357.5M | $357.5M | $0 | 26 | 5 |
| Jul 2019 | $357.5M | $357.5M | $0 | 26 | 5 |
| Jun 2019 | $357.5M | $357.5M | $0 | 26 | 5 |
| Mar 2019 | $357.5M | $357.5M | $0 | 26 | 5 |
| Oct 2018 | $347.6M | $347.6M | $0 | 27 | 0 |
| Jun 2018 | $347.6M | $347.6M | $0 | 27 | 0 |
| Mar 2018 | $319.9M | $319.9M | $0 | 27 | 0 |
| Mar 2017 | $260.4M | $260.4M | $0 | 6 | 1,000 |
| Nov 2016 | $219.1M | $219.1M | $0 | 6 | 1,000 |
| Aug 2016 | $219.1M | $219.1M | $0 | 6 | 1,000 |
| Jul 2016 | $219.1M | $219.1M | $0 | 6 | 1,000 |
| Jun 2016 | $219.1M | $219.1M | $0 | 6 | 1,000 |
| Mar 2016 | $219.1M | $219.1M | $0 | 6 | 1,000 |
| Oct 2015 | $209.2M | $209.2M | $0 | 6 | 1,000 |
| Oct 2015 | $209.2M | $209.2M | $0 | 6 | 1,000 |
| Sep 2015 | $209.2M | $209.2M | $0 | 6 | 1,000 |
| Sep 2015 | $209.2M | $209.2M | $0 | 6 | 1,000 |
| Sep 2015 | $209.2M | $209.2M | $0 | 6 | 1,000 |
| Mar 2015 | $209.2M | $209.2M | $0 | 6 | 1,000 |
| Mar 2014 | $173.8M | $173.8M | $0 | 6 | 1,000 |
| Sep 2013 | $130.5M | $130.5M | $0 | 6 | 1,000 |
| Jul 2013 | $116.1M | $116.1M | $0 | 6 | 1,000 |
| Mar 2013 | $116.1M | $116.1M | $0 | 6 | 1,000 |
| Mar 2013 | $116.1M | $116.1M | $0 | 6 | 900 |
| Sep 2012 | $105.5M | $105.5M | $0 | 6 | 900 |
| Sep 2012 | $105.5M | $105.5M | $0 | 6 | 900 |
| Aug 2012 | $105.5M | $105.5M | $0 | 6 | 900 |
| Mar 2012 | $105.5M | $105.5M | $0 | 6 | 900 |
| Apr 2011 | $70.8M | $70.8M | $0 | 10 | -- |
| Mar 2011 | $70.8M | $70.8M | $0 | 10 | -- |
| Feb 2011 | $70.8M | $70.8M | $0 | 10 | -- |
| Oct 2010 | $55.5M | $55.5M | $0 | 10 | -- |
| Jan 2010 | $55.5M | $55.5M | $0 | 10 | -- |
| Feb 2009 | $30M | $30M | $0 | 5 | -- |
DateOct 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees28
Clients0
DateMar 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees28
Clients0
DateOct 2024
Total AUM$953.8M
Discretionary$953.8M
Non-Disc.$0
Employees21
Clients0
DateJul 2024
Total AUM$953.8M
Discretionary$953.8M
Non-Disc.$0
Employees21
Clients0
DateMar 2024
Total AUM$953.8M
Discretionary$953.8M
Non-Disc.$0
Employees21
Clients0
DateNov 2023
Total AUM$838.4M
Discretionary$838.4M
Non-Disc.$0
Employees18
Clients0
DateJun 2023
Total AUM$838.4M
Discretionary$838.4M
Non-Disc.$0
Employees18
Clients0
DateMar 2023
Total AUM$838.4M
Discretionary$838.4M
Non-Disc.$0
Employees18
Clients0
DateAug 2022
Total AUM$860M
Discretionary$860M
Non-Disc.$0
Employees19
Clients0
DateAug 2022
Total AUM$860M
Discretionary$860M
Non-Disc.$0
Employees19
Clients0
DateJun 2022
Total AUM$860M
Discretionary$860M
Non-Disc.$0
Employees19
Clients0
DateFeb 2022
Total AUM$860M
Discretionary$860M
Non-Disc.$0
Employees19
Clients0
DateFeb 2021
Total AUM$707.9M
Discretionary$707.9M
Non-Disc.$0
Employees20
Clients0
DateDec 2020
Total AUM$512.6M
Discretionary$512.6M
Non-Disc.$0
Employees25
Clients3
DateMay 2020
Total AUM$512.6M
Discretionary$512.6M
Non-Disc.$0
Employees25
Clients3
DateMay 2020
Total AUM$512.6M
Discretionary$512.6M
Non-Disc.$0
Employees25
Clients3
DateMar 2020
Total AUM$512.6M
Discretionary$512.6M
Non-Disc.$0
Employees25
Clients3
DateJan 2020
Total AUM$357.5M
Discretionary$357.5M
Non-Disc.$0
Employees26
Clients5
DateAug 2019
Total AUM$357.5M
Discretionary$357.5M
Non-Disc.$0
Employees26
Clients5
DateJul 2019
Total AUM$357.5M
Discretionary$357.5M
Non-Disc.$0
Employees26
Clients5
DateJun 2019
Total AUM$357.5M
Discretionary$357.5M
Non-Disc.$0
Employees26
Clients5
DateMar 2019
Total AUM$357.5M
Discretionary$357.5M
Non-Disc.$0
Employees26
Clients5
DateOct 2018
Total AUM$347.6M
Discretionary$347.6M
Non-Disc.$0
Employees27
Clients0
DateJun 2018
Total AUM$347.6M
Discretionary$347.6M
Non-Disc.$0
Employees27
Clients0
DateMar 2018
Total AUM$319.9M
Discretionary$319.9M
Non-Disc.$0
Employees27
Clients0
DateMar 2017
Total AUM$260.4M
Discretionary$260.4M
Non-Disc.$0
Employees6
Clients1,000
DateNov 2016
Total AUM$219.1M
Discretionary$219.1M
Non-Disc.$0
Employees6
Clients1,000
DateAug 2016
Total AUM$219.1M
Discretionary$219.1M
Non-Disc.$0
Employees6
Clients1,000
DateJul 2016
Total AUM$219.1M
Discretionary$219.1M
Non-Disc.$0
Employees6
Clients1,000
DateJun 2016
Total AUM$219.1M
Discretionary$219.1M
Non-Disc.$0
Employees6
Clients1,000
DateMar 2016
Total AUM$219.1M
Discretionary$219.1M
Non-Disc.$0
Employees6
Clients1,000
DateOct 2015
Total AUM$209.2M
Discretionary$209.2M
Non-Disc.$0
Employees6
Clients1,000
DateOct 2015
Total AUM$209.2M
Discretionary$209.2M
Non-Disc.$0
Employees6
Clients1,000
DateSep 2015
Total AUM$209.2M
Discretionary$209.2M
Non-Disc.$0
Employees6
Clients1,000
DateSep 2015
Total AUM$209.2M
Discretionary$209.2M
Non-Disc.$0
Employees6
Clients1,000
DateSep 2015
Total AUM$209.2M
Discretionary$209.2M
Non-Disc.$0
Employees6
Clients1,000
DateMar 2015
Total AUM$209.2M
Discretionary$209.2M
Non-Disc.$0
Employees6
Clients1,000
DateMar 2014
Total AUM$173.8M
Discretionary$173.8M
Non-Disc.$0
Employees6
Clients1,000
DateSep 2013
Total AUM$130.5M
Discretionary$130.5M
Non-Disc.$0
Employees6
Clients1,000
DateJul 2013
Total AUM$116.1M
Discretionary$116.1M
Non-Disc.$0
Employees6
Clients1,000
DateMar 2013
Total AUM$116.1M
Discretionary$116.1M
Non-Disc.$0
Employees6
Clients1,000
DateMar 2013
Total AUM$116.1M
Discretionary$116.1M
Non-Disc.$0
Employees6
Clients900
DateSep 2012
Total AUM$105.5M
Discretionary$105.5M
Non-Disc.$0
Employees6
Clients900
DateSep 2012
Total AUM$105.5M
Discretionary$105.5M
Non-Disc.$0
Employees6
Clients900
DateAug 2012
Total AUM$105.5M
Discretionary$105.5M
Non-Disc.$0
Employees6
Clients900
DateMar 2012
Total AUM$105.5M
Discretionary$105.5M
Non-Disc.$0
Employees6
Clients900
DateApr 2011
Total AUM$70.8M
Discretionary$70.8M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$70.8M
Discretionary$70.8M
Non-Disc.$0
Employees10
Clients--
DateFeb 2011
Total AUM$70.8M
Discretionary$70.8M
Non-Disc.$0
Employees10
Clients--
DateOct 2010
Total AUM$55.5M
Discretionary$55.5M
Non-Disc.$0
Employees10
Clients--
DateJan 2010
Total AUM$55.5M
Discretionary$55.5M
Non-Disc.$0
Employees10
Clients--
DateFeb 2009
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees5
Clients--