# Independent Wealth Solutions

Independent Wealth Solutions is an Asset Manager based in Encinitas.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Encinitas
- **Founded:** 1988
- **Assets under management:** Undisclosed
- **Website:** independentwealthsolution.com

## Regulatory record

- **CRD number:** 281216
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/281216

## About

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.

## People

- Maxwell Wittenberg — President
- Ricky Cimicata — Account Specialist
- Steve Wittenberg — Consultant

## 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.

## Related profiles

- [ATTAINABLE WEALTH](https://altss.com/profile/attainable-wealth)
- [Sawston Wealth Management LLC](https://altss.com/profile/sawston-wealth-management-llc)

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Last updated: 2026-08-11T15:07:05.535Z

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