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INDEPENDENT WEALTH SOLUTIONS
WITTENBERG FINANCIAL, LP
CRD 281216
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
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6 | $5.3M |
All web addresses on file
Official SEC filing: View on IAPD