# Rittenhouse Wealth Management, LLC

> Rittenhouse Wealth Management, LLC is a state-registered investment advisory firm in Philadelphia, PA, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 315107
- Filed as: RITTENHOUSE WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Philadelphia, PA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/315107
- AdvisorCensus page: https://advisorcensus.com/firm/rittenhouse-wealth-management-llc-philadelphia-pa-315107

## Quick answers

**How is Rittenhouse Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Rittenhouse 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 Rittenhouse Wealth Management, LLC located?**
Rittenhouse Wealth Management, LLC's principal office is in Philadelphia, PA, according to its Form ADV.

**Is Rittenhouse Wealth Management, LLC registered with the SEC or a state?**
Rittenhouse Wealth Management, LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 315107.

**How much does Rittenhouse Wealth Management, LLC manage?**
Rittenhouse Wealth Management, LLC reports $3,370,118 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Rittenhouse Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Rittenhouse Wealth Management, LLC: Regulatory assets under management: $0 in the October 2021 data and $3,370,118 in the October 2026 data. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**Does Rittenhouse 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/315107

## 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: $3,370,118
- Discretionary: $3,370,118
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $376,509 |
| High net worth individuals | Fewer than 5 | $2,993,609 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [rittenhousewealth.com](https://rittenhousewealth.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $0 | 1 | September 30, 2021 |
| October 2026 | $3,370,118 | 1 | March 31, 2026 |

Regulatory assets under management: $0 in the October 2021 data and $3,370,118 in the October 2026 data.
Total employees: 1 in October 2021 and 1 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Rittenhouse Wealth Management, LLC (CRD 315107): Form ADV filing data as of October 2026.