Wittenberg Investments Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$88,362,575
Clients
133
Advisors
3
of 4 employees
About
Wittenberg Investments Inc. provides discretionary portfolio management and related financial planning services to individuals (including high-net-worth clients) as well as pension and profit-sharing plans. Services include creation of an Investment Policy Statement, ongoing portfolio monitoring, and pension consulting for retirement plans; the firm generally charges asset-based fees and notes a $500,000 portfolio minimum that it may waive.
The firm documents clients’ goals, tax considerations, time horizon and risk tolerance and primarily uses fundamental analysis to construct portfolios using institutional mutual funds, ETFs, individual securities and fixed-income instruments. Wittenberg typically operates with discretionary trading authority, implements strategies that can include options for hedging or income, and conducts at least annual reviews with ad hoc reviews as client circumstances change.
Compared with many peers, the firm discloses a relationship with an affiliated accounting practice that may provide accounting services to its clients, a referral dynamic that the brochure highlights as a material relationship. Wittenberg also emphasizes its role in providing ERISA-consistent pension consulting while managing roughly $89 million in discretionary assets with a small advisory team, which may lead to more centralized oversight than larger advisory firms.
Client services
Expertise
Fee options
1.00% to 2.00%, negotiable for portfolio management services
$500 per hour for additional or complex financial planning services
Account minimum: $500,000
Main office
830 Kirts Blvd, Suite 305
Troy MI 48084
Advisors at this office
3
Most active in
Florida · Michigan · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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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
Quick links
Advisors at this firm
Carl B
Series 65
Troy, MI
Wittenberg Investments Inc.
Carl Bradley Jr. is a financial advisor at Wittenberg Investments Inc. with one year of industry experience. He holds a Series 65 designation and has worked at the Oakland County Road Commission as an appraiser since 2011. Outside of his advisory role, he is president of Maverick Investments LLC, a real estate investment company. Wittenberg Investments Inc. provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm uses fundamental analysis to construct portfolios with a variety of investment vehicles and offers pension consulting with a focus on ERISA compliance.
Kevin W
Series 65
Troy, MI
Wittenberg Investments Inc.
Kevin Weingarden is a Series 65-licensed advisor with four years of experience at Wittenberg Investments Inc. and his own accounting firm, Kevin Weingarden CPA LLC. He previously spent 14 years at Einstandig, Kline, & Meehan, LLP. Wittenberg Investments Inc. provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm focuses on fundamental analysis and offers services such as investment policy statement creation, portfolio monitoring, and ERISA-consistent pension consulting.
Kenneth W
Series 63, Series 65
Troy, MI
Wittenberg Investments Inc.
Kenneth Wittenberg is a financial advisor at Wittenberg Investments Inc. with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wittenberg Investments since 2018, previously working at Secure Asset Management. Wittenberg Investments Inc. provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm uses fundamental analysis to construct portfolios and offers services such as Investment Policy Statement creation, ongoing monitoring, and pension consulting, managing approximately $89 million in discretionary assets with a small advisory team.
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