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
- Client types
- HNWI71.03%
- Individuals28.97%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
R.I.T. Wealth Advisors is an independent registered investment adviser organized as a corporation and owned by an individual. Its SEC registration is listed as 2026. The firm serves individuals and families, providing financial planning and portfolio management for individuals and small businesses. Compensation is charged as a percentage of assets under management and via fixed fees. The adviser reports managing client assets on a discretionary basis, does not position itself as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds92%
- Exchange Traded Equities4%
- Cash & Cash Equivalents2%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
Contacts
3 of 3
Chad Valchar
Investment Advisor RepresentativeCRD 7169216
Kevin Campbell
Managing PrincipalCRD 6157021
Heather Swan
CCOCRD 6525403
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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