R.i.t. Wealth Advisors
Financial planning in San Luis Obispo, CA
SEC registeredNo commissions reported
Public-record details
- Address
- 1326 Chorro Street, San Luis Obispo, CA 93401
- Phone
- (949) 340-1701
- Listed under
- Financial planning, Flat / fixed fees, % of assets managed
- Legal name
- R.i.t. Wealth Advisors INC.
- CRD number
- 339934
- Registration
- SEC registered since 2026-04-29
- Compensation (Form ADV 5.E)
- Percentage of assets under management; Fixed fees
- Commissions
- None reported (Form ADV Item 5.E)
- Services (Form ADV 5.G)
- Financial planning; Portfolio management for individuals/small businesses
- Regulatory assets under management
- $235.4 million
- Accounts managed
- 530
- Clients reported (Form ADV 5.D)
- 262
- Individual / high-net-worth clients
- 172 / 90
- Employees
- 3
- Other business activities (Form ADV 6.A)
- None reported
- Disclosures reported on Form ADV
- None reported
- Latest Form ADV filing
- 2026-09-09
Read the official record
- SEC IAPD summary for CRD 339934 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
- FINRA BrokerCheck — look up the individual advisers at this firm.
- Firm website (as listed on Form ADV)
All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.
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