$348.5M Total AUM
$191.9M Disc. AUM
-- 3Y CAGR
4 Employees
18 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Interactive Brokers · Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-09-2018
- Office Locations
- 2
Office Locations
-- Clarklake MI
-- SAN Francisco CA
About Wittlin Advisory
Wittlin Advisory is a SAN Francisco-based RIA with 2 offices. The firm has been operating for 8 years. Managing $348.5M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers.
Team overview
69 AVG AGE
$116.2M AVG AUM / ADVISOR
$19.4M AVG AUM / CLIENT
3.4 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
8yrs Firm Age
Insights
Available
Available
Available
Available
Available
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Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
ROGER LOWELL WITTLIN
INVESTMENT ADVISOR REPRESENTATIVE
- CRD
- #1084172
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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N
NICHOLAS DOLAN REYNOLDS
Chief Compliance Officer, Investment Adviser Representative, PRINCIPAL
- CRD
- #6945557
Available
Available
Available
T
Tyler Rumbaugh
--
- CRD
- #8022747
Available
Available
Available
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $191,889,188 | $4,082,749 |
| Non-Discretionary | $156,580,484 | $78,290,242 |
| Total | $348,469,672 | $7,111,626 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Other:
Available Cash:
Available Corporate - Investment Grade:
Available Equity - Exchange:
Available Equity - OTC:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
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| Available | Available | Available | Available | Available | Available |
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