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 a newly formed corporate registered investment adviser that registered with the SEC in 2026. The firm is owned by an individual and positions itself to provide financial planning and portfolio management services targeted at individuals and small businesses. Its stated fee arrangements combine a percentage-of-assets model with the ability to charge fixed fees. The adviser is not an active ESG investor, does not act as a capital allocator, and is not identified as a multi-state adviser or pension consultant. It is classified as unclassified in the source listing and is not reported as a related adviser to another firm.
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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