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 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

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

FINTRX

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