Glenn Charles Wiggle

Independent Solutions Wealth Management, LLC

29 Years of Experience

4 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningHigh Net Worth

Independent Solutions Wealth Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

24 advisors

Number of Clients

3,774 clients

Average Client Portfolio

$325K average

Assets Under Management

$1.2B

Fee Structure

Minimum Investment:$3K

Location

11770 U.S. Highway One, Suite 205, Palm Beach Gardens, FL, 33408

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History

Regulatory History (4)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

September 2015

Settled

Customer Dispute

April 2011

Settled

Customer Dispute

August 2010

Denied

Customer Dispute

January 2000

Denied

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Glenn is an officer and active owner of Independent Solutions Wealth Management LLC, Financial Guys LLC (involved in insurance, radio, advertising, and financial services), and Neiman Funds Management, LLC. He also has ownership stakes in Peak Reps, LLC, The Financial Guys Insurance, LLC, 305 Sprindrift LLC, TFG Insurance/TFG Florida Insurance (P&C), TFG Home Loan, and The Financial Guys Media, dedicating varying amounts of time to each.