Alexis Viroya browne Roberts
Investment adviser representative at Independent Solutions Wealth Management, LLC
13 yearsExperience
1 stateRegistered in
ChFC®Designation
$1.5BFirm assets
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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
13 years in the industry.
- Independent Solutions Wealth Management, LLCMar 2026 to now
- Alexis Investment PartnersFeb 2018 to now
- Sowell ManagementMar 2019 to Jun 2021
- Lehigh UniversityAug 2017 to Aug 2020
- Fundx Investment GroupJun 2017 to Aug 2017
- CarondeletAug 2013 to May 2017
Designations
- ChFC®
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 7262063
- Firm CRD
- 144733