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WITT FINANCIAL GROUP, LLC
CRD 156462 · SEC 801-134720
91 HWY 70 EAST, SUITE 102, CROSSVILLE, TN, 38555, United States
Phone
931-484-4911
Fax
931-484-6787
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$160.5M
Discretionary AUM
$160.5M
Team
6 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; ASSETS UNDER ADVISEMENT AND SELECTION OF OTHER ADVISERS
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 228 | $63.1M |
| High net worth individuals | 86 | $97.4M |
States served
TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD