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R.i.t. Wealth Advisors Inc.

● SEC registered since 2026CRD 339934SEC# 801-135761San Luis Obispo, CA
Export (members)
Reg. AUM
—
Employees
3
Accounts
—
Location
San Luis Obispo, CA

R.i.t. Wealth Advisors Inc. assets under management

R.i.t. Wealth Advisors Inc. operates as an SEC-registered investment adviser based in San Luis Obispo, CA. The firm has been registered since 2026. It employs 3 people.
www.ritwealth.comView on SEC.gov ↗

R.i.t. Wealth Advisors Inc. owners & executives

2 reported
NameTitleOwnershipSince
Heather Ann Swan ControlCcoUnder 5%2026
Kevin James Campbell ControlPrincipalOver 75%2026

Frequently asked questions

How many employees does R.i.t. Wealth Advisors Inc. have?

R.i.t. Wealth Advisors Inc. reports 3 employees.

Where is R.i.t. Wealth Advisors Inc. located?

R.i.t. Wealth Advisors Inc. is based in San Luis Obispo, CA and has been SEC-registered since 2026.

Does R.i.t. Wealth Advisors Inc. disclose fund performance?

R.i.t. Wealth Advisors Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1326 Chorro Street, San Luis Obispo, CA 93401
Phone(949) 340-1701
Office hours9a.m. - 5p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo