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RICH DEWITT WEALTH MANAGEMENT LLC
CRD 327682 · SEC 801-129289
5959 SHALLOWFORD RD, SUITE 105, CHATTANOOGA, TN, 37421, United States
Phone
423.954.7273
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$51.5M
Discretionary AUM
$48.5M
Team
1 total employees; 1 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 106 | $17.4M |
| High net worth individuals | 17 | $31.1M |
All web addresses on file
Official SEC filing: View on IAPD