Key facts
- WITTLIN ADVISORY is a other.
- WITTLIN ADVISORY reports $105.2M in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 292577- Regulatory AUM
- $105.2M
- Private fund assets
- —
- Private funds
- —
- Staff
- 4
- Registered office
- —
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as ROGER WITTLIN INVESTMENT ADVISORY, LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for WITTLIN ADVISORY are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is WITTLIN ADVISORY's AUM?
- WITTLIN ADVISORY manages approximately $105.2M in assets.