# INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC

INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC of WILLIAMSVILLE, NY is an SEC-registered investment adviser.

## Registration

- CRD: 144733
- Type: SEC-registered investment adviser
- SEC file number: 801-69708
- Location: 305 SPINDRIFT DRIVE, WILLIAMSVILLE, NY, 14221
- Phone: 716-568-8566
- Latest filing: 2026-03-24
- Regulatory AUM: $1.5B
- Discretionary AUM: $1.5B
- Clients: 30
- Accounts: 7,198

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| Daniel David Neiman | OWNER | Palm Beach Gardens, FL |
| Glenn Charles Wiggle | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | Palm Beach Gardens, FL |
| Michael Steven Lomas | MANAGING MEMBER | — |
| Michael F Zimmer | CHIEF OPERATIONS OFFICER | — |
| NEIMAN HARVEY | CHIEF INVESTMENT OFFICER | — |
| WIGGLE GLENN CHARLES | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER; VICE PRESIDENT | — |
| LOMAS MICHAEL STEVEN | MANAGING MEMBER; PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| HEIMS JOSHUA BURCH | CHIEF INVESTMENT OFFICER; MANAGER | — |
| BLANCHARD GEORGE ROBERT | MEMBER | — |
| NEIMAN DANIEL DAVID | MANAGING MEMBER/CHIEF FINANCIAL OFFICER; OWNER | — |
| ZIMMER MICHAEL F | CHIEF OPERATIONS OFFICER | — |
| Michael F. Zimmer | CHIEF OPERATIONS OFFICER | Williamsville, NY |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/144733/brochure
- Similar advisers: https://search.stillhousedata.com/firm/144733/similar
- Related entities: https://search.stillhousedata.com/firm/144733/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/144733

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.