Mandate & appetite
- Preferred strategies
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- Target geographies
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- Typical ticket
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- AUM
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- Real-asset allocation
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- Appetite
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Investor profile
Founded in 2008 and headquartered in Buffalo, NY, Independent Solutions Wealth Management is a Registered Investment Adviser that provides investment management and planning services for financial advisors and institutional clients. The firm emphasizes the development of financial models to support asset growth and diversification, operating additional offices in Jupiter, FL, Houston, TX, and San Diego, CA.
Unlock mandates & allocation signals
See Independent Solutions Wealth Management's active mandates and live allocation signals — plus named decision-makers, unlimited AI capital-matching and CSV export.
- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals with sources
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
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