INDEPENDENT WEALTH SOLUTIONS

INDEPENDENT WEALTH SOLUTIONS of ENCINITAS, CA is an SEC-registered investment adviser (CRD 281216). Regulatory assets under management: $5.3M.

Registration

• CRD: 281216
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 281216 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search