R.I.T. WEALTH ADVISORS
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
FINTRXOverview
R.I.T. Wealth Advisors is organized as a corporation and registered with the SEC in 2026. The firm is individually owned and positions itself as an advisory practice focused on financial planning and portfolio management for individuals and small businesses. Its pricing combines asset-based fees with fixed-fee engagements. R.I.T. Wealth Advisors is not flagged as an active ESG investor, is not structured as a capital allocator, and is not a pension consultant or a related adviser. The firm is newly formed and is not registered as a multi-state adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2Heather Swan
CCOCRD 6525403
KEVIN CAMPBELL
Investment Adviser RepresentativeCRD 6157021
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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