Independent Solutions Wealth Management, LLC
Independent Solutions Wealth Management, LLC is an SEC Registered Investment Advisory firm headquartered in Williamsville, NY. Founded in 2019, the firm provides professional wealth management and investment advisory services with a focus on model-driven portfolio solutions. Serving individuals, business owners, and entrepreneurs, the firm strives to deliver diversified strategies for long-term financial growth and security. As of 2025, the company employs 28 professionals, primarily investment advisers and brokers.
Investment Strategy
Independent Solutions Wealth Management offers a range of model-based investment strategies tailored to client goals and risk tolerances. These models include All Cap Growth, which targets high relative strength and momentum companies, often within technology and high-growth sectors; the DOW Dividend model, focused on high-yielding, recognizable dividend stocks; and a GARP (Growth at a Reasonable Price) model that blends growth and value investing in discounted growth companies. The firm also uses rigorous manager selection, reviewing Morningstar fund categories for best-in-breed options and builds diversified portfolios fit for long-term, patient investors. Strategies emphasize growth potential, dividend income, and risk-adjusted returns while recognizing the inherent risks and importance of client-specific customization.
Top Holdings
Equity Positions (178)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVW | ISHARES TR | 3.76% | $21.2M | 175,530 | $55.82 | $120.72 | +$2.3M |
A AAPL | APPLE INC | 3.75% | $21.1M | 82,862 | $118.34 | $254.63 | +$4.6M |
C COST | COSTCO WHSL CORP NEW | 3.47% | $19.5M | 21,105 | $435.17 | $925.63 | -$894.9K |
N NVDA | NVIDIA CORPORATION | 3.44% | $19.4M | 103,821 | $18.14 | $186.58 | +$3.1M |
A AVGO | BROADCOM INC | 2.87% | $16.2M | 49,036 | $50.08 | $329.91 | +$2.7M |