Daniel David Neiman
Investment adviser representative at Independent Solutions Wealth Management, LLC
17 yearsExperience
1 stateRegistered in
$1.5BFirm assets
17 yearsFirm in business
Are you Daniel David Neiman? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
17 years in the industry.
- Independent Solutions Wealth Management, LLCNov 2010 to now
- Independent Solutions Wealth Managment LLCDec 2009 to now
- Neiman Funds Management LLCDec 2009 to now
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
Independent Solutions Wealth Management, LLC
$1.5BAssets managed
4,285Clients
28Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4649480
- Firm CRD
- 144733