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| Keyboard |
| WITT Financial Group LLC
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|---|---|
| CRD # | 156462 |
| SEC # | 801-134720 |
| CIK # | |
| AUM | 160.5 M (2026-03-20) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 931-484-4911 |
| Address | 91 Hwy 70 East Crossville, TN 38555 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 228 | 63.1 |
| (b) Individuals (high net worth individuals) | 86 | 97.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 684 | 160.5 |
| By Discretionary | ||
| Discretionary | 684 | 160.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 684 | 160.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 160.5 | |
| Total | 684 | 160.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Pittsburgh Financial Planners Inc
✚
|
PA | 160.6 M |
|
Kelly Wealth Management Inc
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MI | 160.6 M |
|
RBF Capital Management Inc
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Bountiful Investment Management LLC
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Sherman Wealth Management LLC
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|
City Center Advisors LLC
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|
Pendleton Financial LLC
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NC | 160.0 M |
|
Spectrum Advisors Inc
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TX | 160.0 M |
|
Blue Water Capital Management LLC
✚
|
NC | 159.8 M |
|
Retirement Solutions Group Inc
✚
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TN | 159.6 M |