RITTENHOUSE WEALTH MANAGEMENT, LLC

RIASEC RegisteredEst. 2021

Total AUM

$3.4M

Discretionary

$3.4M

100% of AUM

Avg account

$421K

Accounts

Employees

Advisory reps

Firm details

Headquarters: PHILADELPHIA, Pennsylvania
CRD number: 315107
Registered since: July 16, 2021
Website: rittenhousewealth.com
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI88.83%
Individuals11.17%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Rittenhouse Wealth Management, LLC is a limited liability company that registered with the SEC in 2021 and is owned by an individual. The firm bills itself as a capital allocator and provides fee-based advisory services under a mix of billing arrangements: percentage of AUM, hourly fees, and fixed fees. Core advisory activities listed on its filings are financial planning, discretionary portfolio management for individuals and small businesses, and the selection of other advisers. The firm does not identify as an active ESG investor, is not registered as a multi-state adviser, and does not operate as a pension consultant or related adviser. Its recent formation and small balance sheet suggest it is operating at an early stage of business development.