RIA Intel›Advisers›California›WITTENBERG FINANCIAL, LP

WITTENBERG FINANCIAL, LP

Advisory

ENCINITAS, CA

Data as of Apr 29, 2026 · Source: SEC Form ADV

Rank in CA

#4,905

of 5,480 advisers by AUM

Average account

$884K

across 6 accounts

AUM per adviser

$5M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 29, 2026.

Total AUM

$5M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$5M

Discretionary AUM$0

Non-Discretionary AUM$5M

Discretionary %0%

Total Clients6

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Partnership

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

6 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

HABSIEGER, CURTIS JERALD

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DISTRIBUTION COGNIZANT, LLC

$5M

POLARIS EQUITY MANAGEMENT, INC.

$5M

RHUBARB INVESTMENTS, LLC

$5M

EDWARDS, DANIEL LEE

$5M

COULOMBE AND SONS WEALTH MANAGEMENT INC.

WOODLAND HILLS, CA

$5M

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