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Independent Wealth Solutions
Independent Wealth Solutions is a family-run financial services company that operates as a fiduciary for clients primarily in North County San Diego.
Independent Wealth Solutions
Independent Wealth Solutions is a family-run financial services company that operates as a fiduciary for clients primarily in North County San Diego. Since 1988, it has served San Diego County by helping individuals achieve their financial goals and dreams. The firm services high-net-worth individuals, small business owners, and families, with customized retirement, investment, and financial planning.
General information
Firm type
Asset Manager
Year founded
1988
Location
City
Encinitas
Principals
Maxwell Wittenberg
President
Ricky Cimicata
Account Specialist
Steve Wittenberg
Consultant
Frequently asked questions
Who runs investment decisions at Independent Wealth Solutions?
No named principals or investment decision-makers have been publicly identified for Independent Wealth Solutions. The firm does not appear in SEC filings, press releases, or industry databases with named individuals.
What is Independent Wealth Solutions' AUM or deployment size?
No AUM or deployment figures have been disclosed by the firm or reported by any credible external source. The AUM band remains undisclosed.
What sectors or asset classes does Independent Wealth Solutions target?
No sector preferences or asset-class allocations have been publicly documented. The firm's investment focus cannot be assessed from available information.
Does Independent Wealth Solutions have any known portfolio companies or deal activity?
There are no publicly recorded portfolio holdings, direct investments, or co-investments associated with Independent Wealth Solutions. The firm's deal activity is not documented in any searchable source.
Where is Independent Wealth Solutions based?
The firm's headquarters location and jurisdictions of operation have not been confirmed in any public record, including business registries or press coverage.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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