# Ritter Wealth Counsel

> Ritter Wealth Counsel is a state-registered investment advisory firm in San Rafael, CA, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 107474
- Filed as: RITTER WEALTH COUNSEL
- Legal name: Ritter Bruce Charles
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Rafael, CA
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/107474
- AdvisorCensus page: https://advisorcensus.com/firm/ritter-wealth-counsel-san-rafael-ca-107474

## Quick answers

**How is Ritter Wealth Counsel compensated?**
On its Form ADV (Item 5.E, October 2026), Ritter Wealth Counsel 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 Ritter Wealth Counsel located?**
Ritter Wealth Counsel's principal office is in San Rafael, CA, according to its Form ADV.

**Is Ritter Wealth Counsel registered with the SEC or a state?**
Ritter Wealth Counsel is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 107474.

**How much does Ritter Wealth Counsel manage?**
Ritter Wealth Counsel reports $68,604,000 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (0% discretionary).

**What types of clients does Ritter Wealth Counsel serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (19).

**Does Ritter Wealth Counsel 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/107474

## 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: $68,604,000
- Discretionary: $0
- Non-discretionary: $68,604,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 19 | $68,604,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2012 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ritter Wealth Counsel (CRD 107474): Form ADV filing data as of October 2026.