# Rich Dewitt Wealth Management LLC

> Rich Dewitt Wealth Management LLC is a state-registered investment advisory firm in Chattanooga, TN, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 6, 2026.

- CRD: 327682
- Filed as: RICH DEWITT WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Chattanooga, TN
- Filing period: October 2026
- Form ADV filing dated: April 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/327682
- AdvisorCensus page: https://advisorcensus.com/firm/rich-dewitt-wealth-management-llc-chattanooga-tn-327682

## Quick answers

**How is Rich Dewitt Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Rich Dewitt Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Rich Dewitt Wealth Management LLC located?**
Rich Dewitt Wealth Management LLC's principal office is in Chattanooga, TN, according to its Form ADV.

**Is Rich Dewitt Wealth Management LLC registered with the SEC or a state?**
Rich Dewitt Wealth Management LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 327682.

**How much does Rich Dewitt Wealth Management LLC manage?**
Rich Dewitt Wealth Management LLC reports $51,468,197 in regulatory assets under management in its Form ADV filing dated April 6, 2026 (94% discretionary).

**How have Rich Dewitt Wealth Management LLC's assets and staff changed since 2024?**
In the Form ADV data for Rich Dewitt Wealth Management LLC: Regulatory assets under management: $0 in the October 2024 data and $51,468,197 in the October 2026 data. Total employees: 2 in October 2024 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Rich Dewitt Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (106); high net worth individuals (17).

**Does Rich Dewitt Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/327682

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $51,468,197
- Discretionary: $48,468,197
- Non-discretionary: $3,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 106 | $17,356,430 |
| High net worth individuals | 17 | $31,111,767 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $3,000,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2024 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA, TN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- richdewittwealthmanagement.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $0 | 2 | August 28, 2024 |
| October 2026 | $51,468,197 | 1 | April 6, 2026 |

Regulatory assets under management: $0 in the October 2024 data and $51,468,197 in the October 2026 data.
Total employees: 2 in October 2024 and 1 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Rich Dewitt Wealth Management LLC (CRD 327682): Form ADV filing data as of October 2026.