CRD: 315107
Rittenhouse Wealth Management, LLC
$3.4M Total AUM
$3.4M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Wilmington Trust
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-30-2021
- Office Locations
- 1
Office Locations
1617 JFK Boulevard 20th Floor Philadelphia PA
About Rittenhouse Wealth Management, LLC
Rittenhouse Wealth Management is a Philadelphia-based, fee-only RIA providing personalized portfolio management and comprehensive financial planning for individuals, families, trusts, and corporate clients. As an independent fiduciary, the firm builds client portfolios using vehicles such as ETFs and mutual funds, with custody relationships including Charles Schwab.
Team overview
-- AVG AGE
$3.4M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
4.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
SHAWN LEE MCGILL
Chief Compliance Officer, Investment Advisor, President
- CRD
- #2246531
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,370,118 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,370,118 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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