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WITT LAKE ASSET MANAGEMENT LLC

STAMFORD, CT · CRD 335523 · IAPD ↗ · wittlakeam.com · 203-487-8200

$1.12BRegulatory AUM
1Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
1States
2Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

90
August 2025 — WITT LAKE ASSET MANAGEMENT LLC (STAMFORD, CT) is newly SEC-registered with $1.11B RAUM and 1 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.