Insights

Investment in Mercadolibre Inc Independent Solutions Wealth Management recently invested $1.4 million in MercadoLibre, Inc., showcasing a willingness to invest in emerging opportunities in the market.

Key Executive Hire The recent hiring of Drew Miller as Head of Advisory Services and Business Development at Independent Solutions Wealth Management highlights a strategic focus on expanding and strengthening their advisory services, presenting an opportunity for collaborative partnerships or new client engagements.

Asset Allocation Model Independent Solutions' approach of providing Individual Investors access to top money managers through pre-built asset allocation models at a low fee can appeal to clients seeking diversified investment options with a commitment to long-term financial growth.

Tech Stack Utilization By leveraging tech tools such as LinkedIn Insight Tag, Facebook Pixel, WordPress, and more, Independent Solutions demonstrates a proactive stance towards embracing modern technology in wealth management, paving the way for discussions around digital transformation and streamlined client experiences.

Growth from Niche Independence As an independent firm developed by Independent Broker-Dealer Registered Representatives, Independent Solutions is primed to attract clients looking for personalized financial solutions and a boutique approach to wealth management, suggesting a potential entry point for tailored service offerings.

Independent Solutions Wealth Management, LLC Tech Stack

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

  • Linkedin Insight Tag
    Analytics
  • Facebook Pixel
    Analytics
  • WordPress
    Content Management System
  • Moment.js
    Javascript Libraries
  • X-Content-Type-Options
    Web & Portal Technology
  • Elementor Header & Footer Builder
    Web Platform Extensions
  • Draftpress HFCM
    Web Tools And Plugins
  • Google Plus
    Widgets

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?

Minus sign iconPlus sign icon
Independent Solutions Wealth Management, LLC's main headquarters is located at 305 Spindrift Dr, Williamsville, New York 14221, US. The company has employees across 2 continents, including North AmericaEurope.

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

Minus sign iconPlus sign icon
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?

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

How much revenue does Independent Solutions Wealth Management, LLC generate?

Minus sign iconPlus sign icon
As of May 2025, Independent Solutions Wealth Management, LLC's annual revenue reached $3.8M.

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

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
As of May 2025, 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?

Minus sign iconPlus sign icon
Independent Solutions Wealth Management, LLC operates in the Financial Services industry.

What technology does Independent Solutions Wealth Management, LLC use?

Minus sign iconPlus sign icon
Independent Solutions Wealth Management, LLC's tech stack includes Linkedin Insight TagFacebook PixelWordPressMoment.jsX-Content-Type-OptionsElementor Header & Footer BuilderDraftpress HFCMGoogle Plus.

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

Minus sign iconPlus sign icon
Independent Solutions Wealth Management, LLC's email format typically follows the pattern of . Find more Independent Solutions Wealth Management, LLC email formats with LeadIQ.
Independent Solutions Wealth Management, LLC

Independent Solutions Wealth Management, LLC

Financial ServicesUnited 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 Dr, Williamsville, New York 14221, US
Phone number
SIC Code
8748 - Business Consulting Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconFunding & Financials

  • $10M

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

Section iconFunding & Financials

  • $10M

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

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.