Susannah M Ryan
Financial advisor at Independent Solutions Wealth Management, LLC · Williamsville, NY
Last updated 2026-10-10
Claim your profileSusannah M Ryan is a financial advisor at Independent Solutions Wealth Management, LLC in Williamsville, NY, CRD 5229296. Licenses and exams on the registration: Series 66. IAPD registration began 2012-02-07.
Registration
- CRD number
- 5229296
- Registration status
- Active
- IAPD registration
- 2012-02-07
- Industry Experience
- 14 years
- Work Experience
- 11 years
- States registered
- LA, NY, TX
Licenses and exams
- Series 66
Work history
- 2015-09 to Present · Independent Solutions Wealth Management, LLC · Williamsville, NY
- 2015-09 to Present · Blackridge Asset Management, LLC · Williamsville, NY
Current employment
- Independent Solutions Wealth Management, LLC · Williamsville, NY
Independent Solutions Wealth Management, LLC
- Regulatory AUM
- $1,537,251,382
- Registered advisors
- 30
- Offices
- 14
- Clients per advisor
- 142.8 (High)
- Average AUM per client
- $358.8K (Low)
- High-net-worth client ratio
- 6.3% (Low)
Independent Solutions Wealth Management, LLC: advisors, services and reported ETF investments
About
Susannah M Ryan is a financial advisor at Independent Solutions Wealth Management, LLC in Williamsville, NY. Reported securities licenses include Series 66. The latest record indicates 14 years of industry experience and 11 years of reported work history.
Independent Solutions Wealth Management, LLC's firm-level Form ADV reports 30 advisors across 14 offices; approximately 142.8 clients per advisor, average assets per client of $358,752, and regulatory AUM of $1.5B; client categories including Individuals (non-HNW), High net worth individuals, Charitable organizations, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Selection of Other Advisers, and Educational Seminars or Workshops.
PortfolioFuture's firm-level 13F analysis covers $281.1M across 61 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Susannah M Ryan personally.
Reported ETF positions
Independent Solutions Wealth reports 61 ETF positions worth $281.1M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IVW — iShares S&P 500 Growth ETF | $20.1M |
| IVE — iShares S&P 500 Value ETF | $16.4M |
| SHV — iShares 0-1 Year Treasury Bond ETF | $12M |
| IJH — iShares Core S&P Mid-Cap ETF | $11.6M |
| IVV — iShares Core S&P 500 ETF | $11.3M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Independent Solutions Wealth's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IOO — iShares Global 100 ETF | $2.9M | Top 99.5% | Peer conviction 84.9% · Active return +4.97% |
| Addressable Market | IVV — iShares Core S&P 500 ETF | $11.3M | Top 99.6% | Addressable AUM $10.8T · Peer conviction 74.5% |
| Residual Alpha | PYLD — PIMCO Multisector Bond Active Exchange-Traded Fund | $4.9M | Top 98.9% | Residual alpha +1.59% · Residual Sharpe 0.32 |
| Diversification Benefits | JPST — JPMorgan Ultra-Short Income ETF | $8.3M | Top 97.5% | Replicability (R²) 70.1% · Residual Sharpe 0.66 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Independent Solutions Wealth Management, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Selection of Other Advisers
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Sponsor or GP of Pooled Investment Vehicl
Location
305 Spindrift Drive, Williamsville, NY 14221
28 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 716-568-8566
- Website: iswealthmanagement.com
Official record
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