WITTENBERG INVESTMENTS INC.

Overview

Wittenberg Investments Inc. is an independent registered investment adviser organized as a corporation and operating with an owner-managed structure. The firm serves individuals, families and some institutional clients, delivering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its advisory model combines fee-based asset management (percentage of AUM) with hourly charges for planning or consulting work. The firm lists accounting among its business activities, indicating an integrated approach to tax-sensitive planning and reporting for clients. Investment activity is centered on publicly available pooled vehicles—mutual funds and ETFs—supplemented by targeted allocations to alternatives. The firm does not position itself as an ESG-focused manager and does not market as a multi-state adviser or a capital allocator; rather, it builds client portfolios from third-party managers and investment products, with discretionary authority over client assets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices