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WITTLIN ADVISORY

· CRD 292577 · IAPD ↗ · 415-696-4044

$348.5MRegulatory AUM
3Advisory reps
4Employees
2Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — WITTLIN ADVISORY notice-filed in MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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