Witt Financial Group, LLC
Witt Financial Group, LLC is an SEC-registered mass-market adviser in Crossville, TN with $160.5M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Witt Financial Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 156462, SEC 801-134720, data through 2026-03-20.
- AUM (assets under management / regulatory AUM)
- $160.5M (2026-03-20)
- Firm type
- Mass-Market Adviser
- Location
- Crossville, TN
- Employees
- 6
- Clients
- 314
- CRD
- 156462
- Ownership
- WITT, JORDAN, MARCUS; WITT, HOBERT, MARCUS
How much AUM does Witt Financial Group, LLC have?
Witt Financial Group, LLC reported $160.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-20).
Who owns Witt Financial Group, LLC?
Disclosed owners and executives of Witt Financial Group, LLC include WITT, JORDAN, MARCUS, WITT, HOBERT, MARCUS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.