# Independent Wealth Solutions

> Independent Wealth Solutions is a state-registered investment advisory firm in Encinitas, CA, registered since 2015, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 29, 2026.

- CRD: 281216
- Filed as: INDEPENDENT WEALTH SOLUTIONS
- Legal name: Wittenberg Financial, LP
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Encinitas, CA
- Filing period: October 2026
- Form ADV filing dated: April 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/281216
- AdvisorCensus page: https://advisorcensus.com/firm/independent-wealth-solutions-encinitas-ca-281216

## Quick answers

**How is Independent Wealth Solutions compensated?**
On its Form ADV (Item 5.E, October 2026), Independent Wealth Solutions reports these compensation arrangements: a percentage of assets under its management; other.

**Where is Independent Wealth Solutions located?**
Independent Wealth Solutions' principal office is in Encinitas, CA, according to its Form ADV.

**Is Independent Wealth Solutions registered with the SEC or a state?**
Independent Wealth Solutions is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 281216.

**How much does Independent Wealth Solutions manage?**
Independent Wealth Solutions reports $5,306,815 in regulatory assets under management in its Form ADV filing dated April 29, 2026 (0% discretionary).

**What types of clients does Independent Wealth Solutions serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (6).

**Does Independent Wealth Solutions report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/281216

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Regulatory assets under management (Item 5.F)
- Total: $5,306,815
- Discretionary: $0
- Non-discretionary: $5,306,815

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $5,306,815 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2015 (10 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- independentwealthsolutions.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Independent Wealth Solutions (CRD 281216): Form ADV filing data as of October 2026.