Wittenberg Investment Management Inc
Wittenberg Investment Management Inc is an SEC-registered ria with $385.2M assets under management (AUM, regulatory AUM), +6% over one year. See who owns Wittenberg Investment Management Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 105792, SEC 801-32143, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $385.2M (2026-03-27)
- Firm type
- Ria
- Employees
- 1
- Clients
- 49
- CRD
- 105792
- Ownership
- WITTENBERG, JOEL
How much AUM does Wittenberg Investment Management Inc have?
Wittenberg Investment Management Inc reported $385.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Wittenberg Investment Management Inc?
Disclosed owners and executives of Wittenberg Investment Management Inc include WITTENBERG, JOEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.