RICH DEWITT WEALTH MANAGEMENT LLC

Overview

Rich Dewitt Wealth Management LLC is an independent registered investment adviser that frames its business around financial planning, discretionary portfolio management and insurance brokerage for individual and family clients. The firm offers fee arrangements that include a percentage of assets under management alongside hourly and fixed-fee engagements, allowing it to serve both ongoing wealth-management relationships and project-based planning work. Advisory activities listed include portfolio management for individuals, small businesses and institutions, plus pension consulting services, which indicates the firm spans retail and some institutional consulting work. Investment activity is tilted toward a traditional core of public mutual funds while supplementing client portfolios with third-party alternative fund managers when appropriate. The firm is not an active ESG investor and is not structured as a capital allocator; it appears to use outside managers for alternatives rather than running proprietary funds. Most client assets are managed on a discretionary basis, supporting a hands-on portfolio management stance for clients who delegate day-to-day investment decisions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices