R.I.T. Wealth Advisors: new SEC registration, $235M AUM, San Luis Obispo, CA
R.I.T. Wealth Advisors (San Luis Obispo, California): new SEC registration, $235M AUM, San Luis Obispo, CA. Its amount of 235 is above the median of 134 (72nd percentile). Dated 189 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 235 · 72th percentile of 1,149 NewRiaPulse records · 1.8x the median
Free preview: all 11 published fields of this record are shown below. Locked: 147 related CA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | R.I.T. Wealth Advisors |
| Legal name | R.I.T. Wealth Advisors INC. |
| CRD | 339934 |
| Status | Approved |
| Registered with the SEC | 2026-04-29 |
| Latest Form ADV filing | 2026-09-09 |
| Location | San Luis Obispo, CA, United States |
| Regulatory AUM | $235,361,000 |
| Accounts | 530 |
| Employees | 3 |
| Website | https://www.ritwealth.com |
| amount percentile | 72th of 1,149 (median 134, 1.8x median) |
| Peer records CSV (148 CA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-04-29
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: R.I.T. Wealth Advisors and 148 California peers
- California NewRiaPulse records like this one: 148
- R.I.T. Wealth Advisors's amount: 72nd percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every California peer: $29,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $235M under management.
- Website on file.
What is the NewRiaPulse record for R.I.T. Wealth Advisors in San Luis Obispo, California?
R.I.T. Wealth Advisors received SEC registration as an investment adviser (2026-04-29) with $235,361,000 in regulatory assets under management, based in San Luis Obispo, CA.
How does R.I.T. Wealth Advisors compare to other California NewRiaPulse records?
Its amount of 235 sits in the upper half (72th percentile) of 1,149 records; the median is 134. It is 189 days old; check the official source for later updates before acting.
R.I.T. Wealth Advisors vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| R.I.T. Wealth Advisors | San Luis Obispo, CA | 235 | 72nd | 2026-04-29 |
| Crosspoint Capital Management | Orinda, CA | 117 | 34th | 2026-09-22 |
| Wealthlynk, INC. | Fallbrook, CA | 112 | 27th | 2026-09-16 |
| Cs Tomasi Wealth Management | Costa Mesa, CA | 110 | 23rd | 2026-09-15 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.