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Gathering insights about Independent Solutions Wealth Management, LLC

Independent Solutions Wealth Management, LLC Tech Stack

Independent Solutions Wealth Management, LLC uses 8 technology products and services including Linkedin Insight Tag, Facebook Pixel, WP Rocket, and more. Explore Independent Solutions Wealth Management, LLC's tech stack below.

  • Linkedin Insight Tag
    Analytics
  • Facebook Pixel
    Analytics
  • WP Rocket
    Caching
  • Open Graph
    Content Management System
  • Swiper
    Javascript Libraries
  • X-Content-Type-Options
    Web & Portal Technology
  • Google Analytics
    Web Analytics
  • Draftpress HFCM
    Web Tools And Plugins

Independent Solutions Wealth Management, LLC's Email Address Formats

Independent Solutions Wealth Management, LLC uses at least 1 format(s):
Independent Solutions Wealth Management, LLC Email FormatsExamplePercentage
FLast@iswealthmanagement.comJDoe@iswealthmanagement.com
79%
Last@iswealthmanagement.comDoe@iswealthmanagement.com
10%
First@iswealthmanagement.comJohn@iswealthmanagement.com
6%
FirstLast@iswealthmanagement.comJohnDoe@iswealthmanagement.com
5%

Frequently Asked Questions

Where is Independent Solutions Wealth Management, LLC's headquarters located?

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Independent Solutions Wealth Management, LLC's main headquarters is located at 305 Spindrift Drive Williamsville, New York 14221 United States. The company has employees across 2 continents, including North AmericaEurope.

What is Independent Solutions Wealth Management, LLC's phone number?

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You can contact Independent Solutions Wealth Management, LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Independent Solutions Wealth Management, LLC's official website and social media links?

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Independent Solutions Wealth Management, LLC's official website is iswealthmanagement.com and has social profiles on LinkedIn.

What is Independent Solutions Wealth Management, LLC's SIC code NAICS code?

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Independent Solutions Wealth Management, LLC's SIC code is 8748 - Business Consulting Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Independent Solutions Wealth Management, LLC have currently?

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As of February 2026, Independent Solutions Wealth Management, LLC has approximately 13 employees across 2 continents, including North AmericaEurope. Key team members include Chief Marketing Officer: K. M.Chief Operating Officer: M. Z.Head Of Advisory Services And Business Development: D. M.. Explore Independent Solutions Wealth Management, LLC's employee directory with LeadIQ.

What industry does Independent Solutions Wealth Management, LLC belong to?

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Independent Solutions Wealth Management, LLC operates in the Financial Services industry.

What technology does Independent Solutions Wealth Management, LLC use?

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Independent Solutions Wealth Management, LLC's tech stack includes Linkedin Insight TagFacebook PixelWP RocketOpen GraphSwiperX-Content-Type-OptionsGoogle AnalyticsDraftpress HFCM.

What is Independent Solutions Wealth Management, LLC's email format?

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Independent Solutions Wealth Management, LLC's email format typically follows the pattern of FLast@iswealthmanagement.com. Find more Independent Solutions Wealth Management, LLC email formats with LeadIQ.

Independent Solutions Wealth Management, LLC

Financial ServicesNew York, United States11-50 Employees

Independent Solutions is a company born out of necessity, a company started to give Individual Investors access to top-rated money managers in a pre-built asset allocation model for a low fee.  

The three founding partners of Independent Solutions Wealth Management, LLC are all continuously producing Registered Representatives at an Independent Broker-Dealer.

We believe in managing money using the time-tested principles of asset allocation and modern portfolio theory to help our shareholders reach their long term investment objectives.

We are not market timers.  Rather, we construct a fully diversified portfolio, that includes a broad array of asset classes managed by the best and brightest managers that fit with our investor's tolerance for risk.

- Researching the Best and Brightest Managers 
- Truly Independent
- Gives Reps more time to Manage Their Practice 
- Developed By Reps for Reps
- Priced with the Independent Rep in mind 
- Asset Allocation Driven Models

Get a 1 on 1 consultation with an advisor here: https://iswealthmanagement.com/find-financial-advisor-near-you/

Section iconCompany Overview

Headquarters
305 Spindrift Drive Williamsville, New York 14221 United States
Phone number
SIC Code
8748 - Business Consulting Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    Independent Solutions Wealth Management, LLC's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Independent Solutions Wealth Management, LLC's revenue is estimated to be in the range of $10M$25M

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