Independent Wealth Solutions
Independent Wealth Solutions (CRD# 281216) is a financial advisory firm headquartered in Encinitas, CA. They manage $3,082,716 in 20 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management3MILLION
-
Total Number of Accounts20ACCOUNTS
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Average Account Value$154,136
Compensation Options
- A percentage of assets under your management
- Other
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Independent Wealth Solutions
1
Steven Wittenberg (CRD# 1309847) is an Investment Advisor Representative working at Independent Wealth Solutions in Cardiff By The Sea, CA and has over 30 years of experience in the finance industry.
2
Maxwell Wittenberg (CRD# 7071572) is an Investment Advisor Representative working at Independent Wealth Solutions in Encinitas, CA and has over 4 years of experience in the finance industry.
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