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Owner · Independent Solutions Wealth Management, LLC

Daniel D. Neiman

CRD 4649480 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Independent Solutions Wealth Management, LLC, an SEC-registered wealth manager based in Williamsville, NY with $1.5 billion in regulatory assets, lists Daniel D. Neiman on its Form ADV as Owner, a control person. The SEC filings also name Daniel at 1 other registered adviser.

Firms and roles

AtlasMembers

Daniel’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Glenn C. WiggleManaging Member/chief Compliance Officer, Independent Solutions Wealth Management, LLC
  • Michael S. LomasManaging Member, Independent Solutions Wealth Management, LLC
  • Michael F. ZimmerChief Operations Officer, Independent Solutions Wealth Management, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Daniel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.