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INDEPENDENT WEALTH SOLUTIONS

WITTENBERG FINANCIAL, LP

CRD 281216

Visit website

763 2ND ST, SUITE 200, ENCINITAS, CA, 92024-4481, United States

Phone

(760) 942- 1880

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$5.3M

Discretionary AUM

$0

Team

1 total employees; 1 advisory reps; 6 broker-dealer reps

Clients

0

Fees

Percentage of AUM; AUM BASED REFERRAL FEE

Org form

Limited Partnership

Filing date

2026-04-29

Disciplinary history

No

Services

Portfolio management (individuals)Pension consultingSelection of other advisersSOLICITOR

Client types

TypeClientsAUM
Individuals6$5.3M

All web addresses on file

Official SEC filing: View on IAPD