Wittenberg Investments Inc.

EST. AUM
$89,345,621

CONTACTS

CLIENT ACCOUNTS
213

Firm Details

Metro area Detroit
CRD Number 297615
Website wittenberginvestments.com
Client types

Overview

Wittenberg Investments Inc. is an independent, state-registered investment advisor (RIA) firm headquartered in Troy, Michigan. Founded and led by Founder Ken Wittenberg, the practice delivers transparent, fee-only wealth management, goal-based portfolio construction, legacy planning, and strategic guidance for business sales and liquidity events. Wittenberg Investments focuses on risk awareness and long-term asset allocation tailored to individuals, business owners, and families.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

Wittenberg Investments Inc.

Platform Details

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