Wittlin Advisory

$348.5MAssets under management
as of Mar 2026 · SEC Form ADV
3 people on Advicer connected to this.

Tech stack

No one at Wittlin Advisory has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $160M held · filed Feb 2024
RBC
Per Form ADV · $42M held · filed Feb 2024
Merrill
Per Form ADV · $40M held · filed Feb 2024