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RITTER WEALTH COUNSEL
RITTER BRUCE CHARLES
CRD 107474 · SEC 801-36921
25 MITCHELL BLVD., SUITE 1, SAN RAFAEL, CA, 94903, United States
Phone
415-479-3525
Fax
866-708-1313
Registration
— (—)
Source
State registered
Total AUM
$68.6M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Sole Proprietorship
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 19 | $68.6M |
Official SEC filing: View on IAPD