← Tributary

R.I.T. WEALTH ADVISORS

SAN LUIS OBISPO, CA · CRD 339934 · IAPD ↗ · ritwealth.com · (949) 340-1701

$235.4MRegulatory AUM
1Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
October 2026 — R.I.T. WEALTH ADVISORS's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
May 2026 — R.I.T. WEALTH ADVISORS (SAN LUIS OBISPO, CA) is newly SEC-registered (provisional 120-day approval) with $0 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.