RITTER WEALTH COUNSEL
Firm details
- Headquarters
- SAN RAFAEL, California
- CRD number
- 107474
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Ritter Wealth Counsel is an independent, sole-proprietorship RIA focused on serving individuals and families. The firm provides financial planning and portfolio management for individuals and small businesses, billing clients through a mix of percentage-of-assets, hourly, and fixed-fee arrangements. According to available disclosures, the adviser does not operate as a capital allocator and reports its relationships as non-discretionary. The practice is not flagged as an active ESG investor and is not registered as a multi-state adviser in the provided snapshot. The client base and service model point to a boutique advisory practice concentrated on high-net-worth households that prefer advisory and planning services over delegated discretionary management.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds72%
- Exchange Traded Equities19%
- Cash & Cash Equivalents10%
Contacts
1 of 1BRUCE RITTER
Financial AdvisorCRD 1706528
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN RAFAEL, CA
MARIN
Location
SAN RAFAEL, CA
Headquartered in SAN RAFAEL, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- MARIN
- Address
- 25 Mitchell Blvd
- Time zone
- PT (UTC-8)
- Office locations
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