INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC of WILLIAMSVILLE, NY is an SEC-registered investment adviser (CRD 144733). Regulatory assets under management: $1.5B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities.
| 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 |
| City | State | Employees | Phone |
|---|---|---|---|
| JUPITER | FL | 2 | 5612901148 |
| JUPITER | FL | 2 | 5612901148 |
| — | — | 1 | 828-336-0832 |
| — | — | 1 | 925-457-5258 |
| — | — | 1 | 828-336-0832 |
| — | — | 1 | 925-457-5258 |