Montgomery, TX Office

Independent Solutions Wealth Management LLC is an SEC‑registered advisory firm that provides financial planning and portfolio management to individuals, high‑net‑worth clients, corporate pension and profit‑sharing plans, and trusts. As of December 31, 2024 the firm reported approximately $1.54 billion in client assets under management and offers services including mutual fund, ETF and stock portfolio management, third‑party manager selection, tactical portfolio models, and small‑account models; the brochure also notes the firm began serving as a private placement broker for accredited clients effective in 2021.

The firm’s investment process emphasizes strategic asset allocation and manager selection: model portfolios are built across broad risk profiles (from very conservative to very aggressive), managers are identified as “Best in Breed” through an in‑house due diligence process with monthly monitoring, and portfolios are reviewed and typically rebalanced at least semi‑annually. Independent Solutions also offers tactical strategies that may use index ETFs, leveraged and inverse ETFs, short positions, and covered‑call option overlays for certain stock portfolios, and it conducts limited due diligence when selecting third‑party managers.

A noteworthy and relatively uncommon aspect of the firm is its affiliation with Neiman Funds Management LLC and the inclusion of the Neiman Large Cap Value Fund in its small account models; the brochure discloses that the firm’s owners have ownership interests in Neiman Funds Management LLC and that the firm waives its standard advisory fee for those small‑account Neiman fund portfolios. The brochure also discloses this fund‑sponsor relationship and the firm’s private placement activity as potential conflicts of interest, along with the firm’s practices for solicitors, trade rotation and use of third‑party models.