Rittenhouse Wealth Management, LLC
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
FINTRXOverview
Rittenhouse Wealth Management, LLC is a Pennsylvania-registered limited liability company that bills itself as a capital allocator and an advisory practice focused on individuals and small businesses. The firm is newly formed and is owned by an individual principal. Its stated advisory activities include financial planning, discretionary portfolio management for individuals and small businesses, and the selection of other advisers. Rittenhouse charges fees on multiple bases: a percentage of assets under management, hourly fees, and fixed fees. The firm is not structured as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Exchange Traded Equities52%
- Public Funds/Mutual Funds34%
- Cash & Cash Equivalents13%
- Other1%
Contacts
1 of 1Shawn Mcgill
Principal, Investment AdvisoryCRD 2246531
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Philadelphia, PA
Philadelphia
Location
Philadelphia, PA
Headquartered in Philadelphia, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Philadelphia
- Address
- 1617 John F Kennedy Blvd
- Time zone
- ET (UTC-5)
- Office locations
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