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).

By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Independent Wealth Solutions
Showing 1 - 2 of 2 top financial advisors.
1
Steven S. Wittenberg
CRD#: 1309847
Cardiff By The Sea, CA

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
763 2nd St, Suite 200, Encinitas, CA 92024

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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