R.I.T. Wealth Advisors

RIASEC RegisteredEst. 2026
Total AUM
Avg account
$0
Accounts
0
Employees
3
Advisory reps
2

Firm details

Headquarters
San Luis Obispo, California
CRD number
339934
Registered since
April 29, 2026
Fee structure
Percentage of AUM, Fixed Fees
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

R.I.T. Wealth Advisors is a newly formed, SEC-registered corporate adviser (registration year 2026) owned by an individual. The firm focuses on financial planning and discretionary portfolio management for individuals and small businesses. It uses a mix of fee schedules—percentage-of-AUM engagements alongside fixed-fee arrangements—rather than commission-based compensation. The adviser is classified as unclassified in the available data and does not operate as a capital allocator. It does not identify as an active ESG investor, is not set up as a multi-state adviser, and does not list pension consulting or related-adviser activities among its services.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Heather Swan

    CCOCRD 6525403

  • Kevin Campbell

    Kevin Campbell

    Investment Adviser RepresentativeCRD 6157021

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

San Luis Obispo, CA

San Luis Obispo

Location

San Luis Obispo, CA

Headquartered in San Luis Obispo, CA, in the West of the United States.

Region
West
County
San Luis Obispo
Address
1326 Chorro St
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth