Independent Solutions Wealth Management, Llc
- Regulatory AUM
- $1.5B
- Discretionary
- $1.5B
- Clients
- 4,285
- Avg AUM / client
- $359K
- Accounts
- 7,198
- Employees
- 30
AUM over time
Annual snapshots from Form ADV filings · as of Mar 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 3,997 | $945M | 61.4% |
| High net worth individuals | 268 | $562M | 36.5% |
| Charitable organizations | 3 | $4.4M | 0.29% |
| Corporations and other businesses | 17 | $26.7M | 1.74% |
People (29)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Glenn Charles Wiggle | Managing Member/Chief Compliance Officer | Aug 2007 (19y) | 25% – 50% | |
| Michael Steven Lomas | Managing Member | Aug 2007 (19y) | 25% – 50% | |
| Daniel David Neiman | Owner | Nov 2010 (16y) | ≈ 18.75% – 50% via Big Time & Associates, Inc. | |
| Michael F. Zimmer | Chief Operations Officer | Nov 2015 (11y) | Less than 5% | |
| Jay Robert Blanchard | Registered representative | Sep 2015 (11y) | ||
| Susannah M Ryan | Registered representative | Sep 2015 (11y) | ||
| Michael Patrick Hoeflich | Registered representative | Sep 2015 (11y) | ||
| Ronald James Reinstein | Registered representative | Oct 2015 (11y) | ||
| David Patrick Mariacher | Registered representative | Aug 2017 (9y) | ||
| John Edward Thur | Registered representative | CFA | Nov 2021 (5y) | |
| Lauren Muscato | Registered representative | Aug 2022 (4y) | ||
| Andrew Cassedy Miller | Registered representative | CFP | Sep 2022 (4y) | |
| Anthony Szefler | Registered representative | Dec 2022 (4y) | ||
| Michael Frederick Bien | Registered representative | Jun 2023 (3y) | ||
| Russell E Gaiser | Registered representative | CFP | Aug 2023 (3y) | |
| Jack Thomas Haxton | Registered representative | Jan 2024 (3y) | ||
| David Franklin Moore | Registered representative | CFP | Apr 2024 (2y) | |
| Micah Moore | Registered representative | Apr 2024 (2y) | ||
| Brian M Webb | Registered representative | Nov 2024 (2y) | ||
| Michael Richard Shaver | Registered representative | CFP | Jan 2025 (2y) | |
| Ronald J Waskow | Registered representative | Jan 2025 (2y) | ||
| Rohn Harrison Pierce | Registered representative | Jan 2025 (2y) | ||
| Stephen Francis Grisko | Registered representative | Jan 2025 (2y) | ||
| Michael Christopher Shaver | Registered representative | Sep 2025 (1y) | ||
| Michael Anthony Sperrazza | Registered representative | Dec 2025 (1y) | ||
| Alexis Viroya Browne Roberts | Registered representative | Chartered Financial Consultant | Mar 2026 (0y) | |
| Jason William Browne | Registered representative | Chartered Financial Consultant | Mar 2026 (0y) | |
| Mark Adam Vuskov | Registered representative | Apr 2026 (0y) | ||
| James Anthony Cook | Registered representative | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Big Time & Associates, Inc. | Managing Member | Apr 2022 | A | 25% – 50% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Daniel David Neiman: 75% – 100% of Big Time & Associates, Inc. × 25% – 50% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 1.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Fidelity Distributors Company Llc $1.2B (76% of AUM) Mar 2026
- Charles Schwab & Co. $304M (20% of AUM) Mar 2026
- Fidelity Investments Institutional Services Company, Inc. $234M (66% of AUM) Aug 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗