R.I.T. Wealth Advisors
Firm details
- Headquarters
- San Luis Obispo, California
- CRD number
- 339934
- Registered since
- April 29, 2026
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
R.I.T. Wealth Advisors is a newly formed, SEC-registered corporate adviser (registration year 2026) owned by an individual. The firm focuses on financial planning and discretionary portfolio management for individuals and small businesses. It uses a mix of fee schedules—percentage-of-AUM engagements alongside fixed-fee arrangements—rather than commission-based compensation. The adviser is classified as unclassified in the available data and does not operate as a capital allocator. It does not identify as an active ESG investor, is not set up as a multi-state adviser, and does not list pension consulting or related-adviser activities among its services.
Assets & Accounts
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
Contacts
2 of 2Heather Swan
CCOCRD 6525403
Kevin Campbell
Investment Adviser RepresentativeCRD 6157021
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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