Wittlin Advisory is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 23, 2026, reports $348M in regulatory assets under management, 4 employees, 1 office, and 49 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 87.5% of total clients.
Top client categories% of clientsClients
1
HNWI
87.5%
14
2
Corporations
12.5%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$348Mas of March 23, 2026
Discretionary55.1%
$192M
55% of total RAUM55.1%
Non-discretionary44.9%
$157M
45% of total RAUM44.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$348M
Total Accounts49
10Y AUM Change+$149M (+75.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee4:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.