CRD: 327682
Rich Dewitt Wealth Management LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-02-2024
- Office Locations
- 1
Office Locations
About Rich Dewitt Wealth Management LLC
Rich DeWitt Wealth Management LLC is a Chattanooga-based registered investment adviser providing personalized financial planning and investment management, including retirement, estate, and tax planning. The firm emphasizes client education and clear communication of strategies, risks, and fees. Portfolios may use equities, fixed income, ETFs, mutual funds, insurance, and annuities, with client online access offered via Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Richard Stanley DeWitt
Chief Compliance Officer, Chief Executive Officer, Owner
- CRD
- #6257429
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $48,468,197 | -- |
| Non-Discretionary | $3,000,000 | -- |
| Total | $51,468,197 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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