R.I.T. Wealth Advisors

RIASEC RegisteredEst. 2026
Total AUM
$235M
Discretionary
$235M
100% of AUM
Avg account
$444K
Accounts
530
Employees
3
Advisory reps
3

Firm details

Headquarters
San Luis Obispo, California
CRD number
339934
Registered since
April 29, 2026
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI71.03%
  • Individuals28.97%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

R.I.T. Wealth Advisors is an independent registered investment adviser organized as a corporation and owned by an individual. Its SEC registration is listed as 2026. The firm serves individuals and families, providing financial planning and portfolio management for individuals and small businesses. Compensation is charged as a percentage of assets under management and via fixed fees. The adviser reports managing client assets on a discretionary basis, does not position itself as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

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

Asset composition

Asset composition: Public Funds/Mutual Funds 92%, Exchange Traded Equities 4%, Cash & Cash Equivalents 2%, US Government Bonds 1%, Investment Grade Corp Bonds 1%92%
  • Public Funds/Mutual Funds92%
  • Exchange Traded Equities4%
  • Cash & Cash Equivalents2%
  • US Government Bonds1%
  • Investment Grade Corp Bonds1%

Contacts

3 of 3
  • Chad Valchar

    Chad Valchar

    Investment Advisor RepresentativeCRD 7169216

  • Kevin Campbell

    Kevin Campbell

    Managing PrincipalCRD 6157021

  • Heather Swan

    CCOCRD 6525403

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth