Rittenhouse Wealth Management, LLC

Rittenhouse Wealth Management, LLC provides comprehensive portfolio management and standalone financial planning and consulting to individuals (including both non‑high‑net‑worth and high‑net‑worth clients), as well as to trusts, estates, charitable organizations and business entities. Although registered as an investment manager, the firm operates with a small client base and manages approximately $3.37 million in discretionary assets across a limited number of household relationships.

The firm implements portfolios through asset‑allocation and a blend of fundamental, qualitative and quantitative analysis, using vehicles such as ETFs, individual stocks, fixed income, REITs and other public and private securities, with ongoing monitoring and rebalancing. Rittenhouse may engage third‑party or sub‑advisory managers to implement parts of portfolios and conducts initial due diligence and periodic reviews of those managers; it charges AUM‑based advisory fees for management services and uses hourly or flat fees for standalone planning engagements.

Noteworthy for its category, Rittenhouse explicitly serves both non‑HNW and HNW individual clients despite its modest AUM and single‑advisor structure, and it documents the selection and oversight of other advisers — including responsibility to verify licensing for Pennsylvania introductions — which is less common among investment managers. The firm also maintains a written Code of Ethics and formal custody safeguards and makes a point of offering hourly/flat fee planning arrangements alongside discretionary portfolio management.