Independent Wealth Solutions®

Financial Services • Encinitas, California, United States • 1-10 Employees

Company overview

Headquarters	763 2nd St, 200, Encinitas, California 92024, US
Websites	independentwealthsolution.com independentwealthsolutions.com
NAICS	52
Keywords	Risk Management, Insurance Planning, Wealth Management, Asset Allocation, College Planning, Estate Planning, Retirement Plans, Multi-Generational Planning, Encinitas, North County San Diego, Financial Status Evaluation
Founded	1988
Employees	1-10

Key Contact at Independent Wealth Solutions®

Maxwell Wittenberg

President

Independent Wealth Solutions® Email Formats

Independent Wealth Solutions® uses 1 email format. The most common is {first name} (e.g., john@independentwealthsolutions.com), used 100% of the time.

Format	Example	Percentage
{first name}	john@independentwealthsolutions.com	100%

About Independent Wealth Solutions®

Since 1988, we have been serving San Diego County by helping individuals achieve their financial goals and dreams. Whether you are looking for retirement plans, 401k, 403b, or simply financial growth, using our expertise we are confident we can help you with your future plans. Delivering sound advice and targeted solutions to my clients while focusing on their personal goals and dreams.

Independent Wealth Solutions® revenue & valuation

Annual revenue	$171,110
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$547,552
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Independent Wealth Solutions® has never raised funding before.

Independent Wealth Solutions® Tech Stack

Discover the technologies and tools that power Independent Wealth Solutions®'s digital infrastructure, from frameworks to analytics platforms.

Adobe Fonts

Font scripts

Modernizr

JavaScript libraries

Lodash

JavaScript libraries

lit-html

JavaScript libraries

Squarespace Commerce

Ecommerce

reCAPTCHA

Security

Stimulus

JavaScript frameworks

HSTS

Security

Open Graph

Miscellaneous

core-js

JavaScript libraries

lit-element

JavaScript libraries

Cart Functionality

Ecommerce

Frequently asked questions

Independent Wealth Solutions® is located in Encinitas, California, US.

Independent Wealth Solutions® was founded in 1988, making it 38 years old. The company has established itself as a significant player in its industry over this time.

Independent Wealth Solutions® has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Independent Wealth Solutions®

Maxwell Wittenberg

President

4.8

40,000 users