# INDEPENDENT WEALTH SOLUTIONS

INDEPENDENT WEALTH SOLUTIONS of ENCINITAS, CA is an SEC-registered investment adviser.

## Registration

- CRD: 281216
- Type: SEC-registered investment adviser
- Location: 763 2ND ST, ENCINITAS, CA, 92024-4481
- Phone: (760) 942- 1880
- Latest filing: 2026-04-29
- Regulatory AUM: $5.3M
- Non-discretionary AUM: $5.3M
- Clients: 1
- Accounts: 6

## Business model

- Compensation: % of AUM, Other
- Clients served: High net worth, Pensions, Charities, Other

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/281216/brochure
- Similar advisers: https://search.stillhousedata.com/firm/281216/similar
- Related entities: https://search.stillhousedata.com/firm/281216/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/281216

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.