CRD: 144733
Independent Solutions Wealth Management, LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-10-2008
- Office Locations
- 9
Office Locations
About Independent Solutions Wealth Management, LLC
Independent Solutions Wealth Management is a Williamsville, NY RIA providing financial planning, portfolio construction, and discretionary asset management for individuals and business owners, with a model-driven approach and heavy ETF use. The firm serves retail and institutional channels and has been featured in a Fortune/Forbes/Bloomberg Businessweek/Money story, with ongoing financial media commentary including interviews with portfolio manager Paul Meeks.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MICHAEL STEVEN LOMAS
Managing Member, Owner
- CRD
- #2672193
- Ownership
- 25% but less than 50%
GLENN CHARLES WIGGLE JR
Chief Compliance Officer, Partner
- CRD
- #2730675
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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MICHAEL FREDERICK BIEN
--
- CRD
- #4836956
JAY ROBERT BLANCHARD
--
- CRD
- #4501494
Showing 2 of 29 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,537,251,382 | $213,566 |
| Non-Discretionary | $0 | -- |
| Total | $1,537,251,382 | $213,566 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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