Wittlin Advisory
Wittlin Advisory is an SEC-registered ria with $348.5M assets under management (AUM, regulatory AUM), -4% over one year. See who owns Wittlin Advisory: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 292577, SEC 801-121381, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $348.5M (2026-03-23)
- Firm type
- Ria
- Employees
- 4
- Clients
- 16
- CRD
- 292577
- Ownership
- WITTLIN, ROGER, LOWELL
How much AUM does Wittlin Advisory have?
Wittlin Advisory reported $348.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns Wittlin Advisory?
Disclosed owners and executives of Wittlin Advisory include WITTLIN, ROGER, LOWELL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.