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R.I.T. Wealth Advisors, Inc.

EST. AUM
$235,361,000

CONTACTS

CLIENT ACCOUNTS
530

Firm Details

Metro area Los Angeles
CRD Number 339934
Website ritwealth.com
Client types

Overview

R.I.T. Wealth Advisors, Inc., formerly known as Campbell Financial, Inc., is an independent registered investment advisor based in San Luis Obispo, California. Formed in 2022 and SEC-registered in 2026, the firm provides comprehensive wealth management and financial planning services. R.I.T. focuses on helping clients navigate retirement security through a holistic approach that integrates investment management, tax efficiency, and legacy planning. The firm operates as a fiduciary, prioritizing low-cost and tax-efficient portfolio construction for individuals and families.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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