CRD: 281216
Independent Wealth Solutions
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- Custodian
- Betterment · TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-30-2015
- Office Locations
- 2
Office Locations
About Independent Wealth Solutions
Independent Wealth Solutions is an independent RIA serving San Diego County since 1988, focused on individuals seeking retirement readiness and long-term financial growth. The firm provides financial planning, financial status evaluations, and asset-allocation–driven portfolio management, including 401(k)/403(b) guidance. Portfolios primarily use public funds and ETFs, with custody that includes TD Ameritrade.
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Investment Themes
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Owner & Executives
STEVEN SAMUEL WITTENBERG
Director, Limited Partner
- CRD
- #1309847
- Ownership
- 50% but less than 75%
Maxwell Wittenberg
Chief Compliance Officer, Limited Partner, President
- CRD
- #7071572
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $5,306,815 | -- |
| Total | $5,306,815 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,306,815
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $477,762,309 | 40.4% |
| Equity - Exchange | $186,847,636 | 15.8% |
| Cash | $517,970,029 | 43.8% |
| Total | $1,182,579,974 | 100.0% |