Rich Dewitt Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$48,468,197
Clients
123
14% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
123
Very HighAverage account size
$394,050
About
The firm provides investment advisory and financial planning services to individuals, high‑net‑worth households, trusts, corporations and employer‑sponsored pension and profit‑sharing plans, and it also manages accounts for institutional clients. As of December 31, 2025 the firm reported approximately $51 million in assets under management and offers comprehensive portfolio management, standalone financial planning, and retirement plan consulting for plan sponsors.
Advice is delivered through individualized portfolio management that combines asset allocation with exposure to fixed income, alternative investments, options and other instruments, using multiple methods of analysis such as fundamental, technical and quantitative approaches; portfolios are monitored and rebalanced periodically. For retirement plan clients the firm assists in developing investment policy statements, evaluating and monitoring plan investment options, and delivering participant education, and it acknowledges ERISA fiduciary duties when providing those services.
Distinctive aspects of the firm include its active work with employer retirement plans and pension/profit‑sharing clients and the provision of pension consulting and institutional portfolio management services, which are less common among independent advisers. The firm’s representatives are also licensed insurance agents and disclose that insurance sales create potential conflicts of interest that are addressed through the firm’s fiduciary processes.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Options & derivatives strategies
Fee options
Flat fees may be charged for financial planning and consulting services on a case-by-case basis.
$0+: Up to 1.25% annually for Comprehensive Portfolio Management $0+: Up to 0.75% annually for Retirement Plan Consulting (based on Plan assets)
Up to $250/hour for financial planning, consulting, and retirement plan consulting services.
Fee-only: Hourly fees up to $250/hour for Financial Planning & Consulting and Retirement Plan Consulting services.
Main office location
Rich Dewitt Wealth Management LLC
5959 Shallowford Rd, Suite 105
Chattanooga TN 37421, United States
Number of offices
1
Most active in
Rich Dewitt Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Georgia · Louisiana · Tennessee · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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