Integrated Wealth Concepts
47yrs
Top advisor by experience in La Jolla
8yrs
Mitchell Loewenberg
Full name on record: Mitchell Steven Loewenberg
Financial advisor at Wedbush Securities
Mitchell Loewenberg is a fiduciary financial advisor in La Jolla, California, with 8 years in the industry. Mitchell joined Wedbush Securities in 2020, after less than a year at Edward Jones. Mitchell holds the CFP® designation.
One of 475 advisors with offices in La Jolla, and one of 436 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office1200 Prospect Street, Suite 300, La Jolla, CA 92037
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$605,138
Advisors at the firm222
States licensed ?1 state
Services through Wedbush Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2020 – nowWedbush Securities Inc.Current firm
- Dec 2019 – Jan 2020Edward JonesPreviously
Questions to ask Mitchell
Tailored to Mitchell’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Mitchell
How do I contact Mitchell?
Call Wedbush Securities at 213-688-8000 and ask for Mitchell Loewenberg. Mitchell works from the La Jolla, CA office.
How long has Mitchell been a financial advisor?
Mitchell has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Mitchell hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Mitchell a fiduciary?
Mitchell is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mitchell paid?
Wedbush Securities reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Mitchell for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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