Independent Solutions Wealth Management, LLC

New York

Registered In

12/03/2007

Incorp. Date

Foreign

Registration Type

Delaware

Foreign Jurisdiction

Company Summary

Independent Solutions Wealth Management, LLC at Erie County lists Mike Lomas of Williamsville, NY as the associate.

Overview

Registered In

New York

Incorporation Date

12/03/2007

Company Type

Foreign Limited Liability Company

Status

Not Available

Registration Type

Foreign

Foreign Jurisdiction

Delaware

Find Social Profiles

Search Other Resources

SEC | EDGAR Trellis.Law Recent News

People

Mike Lomas DOS Process

305 SPINDRIFT DR 305, WILLIAMSVILLE, NY 14221

Map & Locations

Erie County View Map

Financials

Financial Information for Independent Solutions Wealth Management, LLC

Form 5500

INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC

6631 Main Street, Suite B, Williamsville, Ny 14221 (716) 568-8566 EIN:26-1316413 Plan Admin:Dan Neiman

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2020	Plan NameINDEPENDENT SOLUTIONS WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY5 / 0 Assets BOY/EOY$149,492 / $0	2020	INDEPENDENT SOLUTIONS WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	5 / 0	$149,492 / $0
2019	Plan NameINDEPENDENT SOLUTIONS WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$99,320 / $149,492	2019	INDEPENDENT SOLUTIONS WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	4 / 5	$99,320 / $149,492

Benefit & Retirement Plans based on Form 5500.

PPP Loans

INDEPENDENT SOLUTIONS WEALTH MANAGEMENT LLC

305 Spindrift Dr, BUFFALO, NY 14221-7815

Loan Date	Approved	Forgiven	Lender	Jobs
04/13/2020	Approved$135,660 Forgiven$136,652 LenderManufacturers and Traders Trust Company Jobs6	04/13/2020	$135,660	$136,652	Manufacturers and Traders Trust Company	6

PPP Loans based on Paycheck Protection Program.

Linked Companies

Person City Match:Williamsville, NY

Rob Krajewski Golf, LLC Registered in New York	Williamsville, NY	View Report
The Village Station Homeowners Association, Inc. Registered in New York	Williamsville, NY	View Report
The Well That Never Runs Dry, Inc. Registered in New York	Williamsville, NY	View Report
Third Vector Solutions Inc. Registered in New York	Cheektowaga, NY	View Report
Tonawanda Pirson LLC Registered in New York	Williamsville, NY	View Report
Top Health Associates, LLC Registered in New York	Williamsville, NY	View Report
Trisimplicity Multisports, LLC Registered in New York	Williamsville, NY	View Report
Ulbrich's Tree Farm Inc. Registered in New York	Alden, NY	View Report
Ulistic Lp Registered in New York	Williamsville, NY	View Report
Urban-Transit, LLC Registered in New York	Williamsville, NY	View Report
Vec Properties, LLC Registered in New York	Williamsville, NY	View Report
Village Park Associates LLC Registered in New York	Williamsville, NY	View Report
Village Professionals LLC Registered in New York	Williamsville, NY	View Report
Westgate Housing Development Fund Company, Inc. Registered in New York	Williamsville, NY	View Report
Xaron, LLC Registered in New York	Williamsville, NY	View Report
Trusted Nurse Staffing, LLC Registered in Nevada	Clarence, NY Williamsville, NY	View Report
Sovran Acquisition Limited Partnership Registered in Nevada	Carson City, NV	View Report
P & a Administrative Services of North Carolina, Inc. Registered in North Carolina	Wake Forest, NC Buffalo, NY	View Report
Desoto LLC Registered in Florida	Williamsville, NY	View Report
Ellis, Singer, Webb & Associates, Inc. Registered in Florida	Altamonte Springs, FL Buffalo, NY	View Report

Sources

The following government agencies have contributed data:

• New York Department of State • U.S. Department of Labor • U.S. Small Business Administration