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Managing Member · Independent Solutions Wealth Management, LLC

Michael S. Lomas

CRD 2672193 · 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 Michael S. Lomas on its Form ADV as Managing Member, a control person. The SEC filings also name Michael at 1 other registered adviser.

Firms and roles

AtlasMembers

Michael’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 F. ZimmerChief Operations Officer, Independent Solutions Wealth Management, LLC
  • Daniel D. NeimanPresident, Neiman Funds 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 Michael’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.