CRD: 105792
Wittenberg Investment Management INC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-01-1988
- Office Locations
- 1
Office Locations
About Wittenberg Investment Management INC
Wittenberg Investments is an independent, fee-only advisor providing financial planning and investment management for individuals and families, and also serving businesses, foundations, and institutions. The firm builds customized, goals-based portfolios focused on long-term growth and financial stability, with a disciplined, transparent approach and no commissions or brokerage activity. Public filings indicate an ETF-heavy implementation and custody relationships including Charles Schwab.
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Client Personas
Custodian
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
JOEL WITTENBERG
Chief Compliance Officer, President
- CRD
- --
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $385,175,214 | $3,056,946 |
| Non-Discretionary | $0 | -- |
| Total | $385,175,214 | $3,056,946 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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