Independent Solutions Wealth Management, LLC Employee Directory

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/

Find Independent Solutions Wealth Management, LLC employees' phone numbers or email addresses

Independent Solutions Wealth Management, LLC Global Highlights

Location
Employees

North America
25

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  • United States Of America
    25

Europe
3

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  • United Kingdom Of Great Britain And Northern Ireland
    1
  • Netherlands
    1
  • Romania
    1

Independent Solutions Wealth Management, LLC's Leadership

  • Stylized image of a person
    K. M.
    Chief Marketing Officer
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  • Stylized image of a person
    M. Z.
    Chief Operating Officer
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  • Stylized image of a person
    D. M.
    Head Of Advisory Services And Business Development
    Phone icon
  • Stylized image of a person
    M. L.
    Founder And Partner
    Phone icon
  • Stylized image of a person
    M. L.
    Partner
    Phone icon
  • Stylized image of a person
    G. W.
    Partner/Chief Compliance Officer
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  • Stylized image of a person
    G. W.
    Partner Chief Compliance Officer
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  • Stylized image of a person
    J. H.
    Wealth Manager
    Phone icon

Independent Solutions Wealth Management, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Business Development
  • Legal
  • Accounting
  • Other

Contact profiles from Independent Solutions Wealth Management, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. L.
    Partner
    Phone icon
    United StatesNew York
    Feb 19, 2026
  • Stylized image of a person
    G. W.
    Partner/Chief Compliance Officer
    Phone icon
    United StatesFlorida
    Feb 19, 2026
  • Stylized image of a person
    K. M.
    Chief Marketing Officer
    Phone icon
    United StatesFlorida
    Feb 19, 2026
  • Stylized image of a person
    M. Z.
    Chief Operating Officer
    Phone icon
    United StatesNew York
    Feb 19, 2026
  • Stylized image of a person
    G. W.
    Partner Chief Compliance Officer
    Phone icon
    UNITED STATES
    Nov 05, 2024
  • Stylized image of a person
    M. L.
    Founder And Partner
    Phone icon
    UNITED STATES
    Jun 14, 2023
  • Stylized image of a person
    D. M.
    Head Of Advisory Services And Business Development
    Phone icon
    United StatesTexas
    Feb 19, 2026
  • Stylized image of a person
    J. H.
    Wealth Manager
    Phone icon
    United StatesNew York
    Feb 19, 2026
  • Stylized image of a person
    L. S.
    Operations Manager
    Phone icon
    United StatesNew York
    Feb 19, 2026
  • Stylized image of a person
    R. T.
    General Manager
    Phone icon
    RomaniaBucharest
    Feb 19, 2026

Frequently Asked Questions

What is Independent Solutions Wealth Management, LLC known for?

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Independent Solutions Wealth Management, LLC operates in the Financial Services industry. The company's main headquarters is located in 305 Spindrift Drive Williamsville, New York 14221 United States; you can contact the main corporate office by phone at . Explore Independent Solutions Wealth Management, LLC's company overview page for more information.

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

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Independent Solutions Wealth Management, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Independent Solutions Wealth Management, LLC email formats with LeadIQ.

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

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Independent Solutions Wealth Management, LLC has approximately 13 employees as of February 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Independent Solutions Wealth Management, LLC's key employees and leadership?

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As of February 2026, Independent Solutions Wealth Management, LLC's key employees include:

  • Chief Marketing Officer: K. M.
  • Chief Operating Officer: M. Z.
  • Head Of Advisory Services And Business Development: D. M.
  • Founder And Partner: M. L.
  • Partner: M. L.

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