← Tributary

WITT FINANCIAL GROUP, LLC

CROSSVILLE, TN · CRD 156462 · IAPD ↗ · wittfinancialgroup.com · 931-484-4911

$160.5MRegulatory AUM
2Advisory reps
6Employees
0Clients
0Planning clients
0Private funds
3States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
April 2026 — WITT FINANCIAL GROUP, LLC (CROSSVILLE, TN) is newly SEC-registered with $160.5M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.