Investment adviser · CRD 327682

RICH DEWITT WEALTH MANAGEMENT LLC

Investment adviser filing (IA)

CHATTANOOGA, TN, United States · Form ADV filed Aug 28, 2024

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Aug 28, 2024. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting

Compensation

Percentage of assets · Hourly · Fixed

Principal office

5959 SHALLOWFORD RD, SUITE 105
CHATTANOOGA, TN, 37421, United States

CRD 327682

Filing source

Form ADV 1878266 · Aug 28, 2024 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.