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Independent Solutions Wealth Management, LLC CRD 144733
$1.54B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
305 Spindrift Drive, Williamsville, NY 14221 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-22 |
| LA | RA | APPROVED | 2015-09-03 |
| TX | RA | APPROVED_RES | 2015-09-03 |
Branch Locations
305 Spindrift Drive, Williamsville, NY 14221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Solutions Wealth Management, Llc | Williamsville | NY | 09/2015 | Present |
| Blackridge Asset Management, Llc | Williamsville | NY | 09/2015 | Present |
1)SUSANNAH M. RYAN (SELF); SECURITIES & INSURANCE; AGENT; 100% TIME SPENT; 100% OWNERSHIP; CONTINUOUS TERM; COMP VARIES 2)THE FINANCIAL GUYS, LLC; INSURANCE; EMPLOYEE; 100% TIME SPENT; NO OWNERSHIP; CONTINUOUS TERM; COMP VARIES 3)INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC; I-RIA; 1% OWNERSHIP; 0% TIME SPENT; 0% COMP; PASSIVE MINORITY OWNER; INDEFINITE 4) THE FINANCIAL GUYS, DBA; SALES ASSISTANT TO GLEN WIGGLE AND MICHAEL LOMAS; AGENT AND EMPLOYEE; CLIENT SERVICES; INDEFINITE TERM; 160 HOURS PER MONTH; 130 HOURS PER MONTH DURING MARKET HOURS 5)SUSANNAH M. RASZEWSKI; INDIVIDUAL; NOTARY PUBLIC; 100% OWNERSHIP; NOTARIZING DOCUMENTS; COMMENCEMENT DATE: 03/2013; WILL RENEW IN 2017; >1 HR/MO 6) BLACKRIDGE ASSET MANAGEMENT, LLC; IAR; OWNERSHIP: 0%; COMPENSATION: 0% 7) Top Advisor's Group; Insurance; Assistant/Agent; Start Date; 3/18; Approx Hours Spent On Activity Per Month: 4;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-01-13 |
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