Rich Dewitt Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$51,468,197
Total clients
123
14% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
123
Average account size
$418,441
About
The firm works with individuals (including high‑net‑worth clients), trusts, retirement plans and business entities to provide comprehensive portfolio management, standalone financial planning, and retirement plan consulting. Services described in the brochure include investment management across public and private securities, written financial plans or consultations, and ongoing plan advisory for employer‑sponsored retirement plans.
Investment advice is built from a mix of methods — fundamental, technical, quantitative and qualitative analysis — and implemented through asset allocation, use of fixed income, alternatives, and active strategies such as options, margin and both long‑ and short‑term trading, with portfolios monitored and rebalanced to client objectives. The firm emphasizes tailoring recommendations to client goals, risk tolerance and time horizon and states its fiduciary duty to act in clients’ best interests.
A notable feature is that the firm’s representatives are licensed insurance agents who offer insurance products for compensation, a practice the brochure discloses as a potential conflict and says the firm will mitigate while acting in clients’ interest; this insurance‑broker activity is uncommon among similar supported firms. The brochure also highlights a broader business‑oriented planning scope (cost segregation studies, corporate structure and tax planning, mortgage/debt analysis) and explicit ERISA retirement‑plan consulting, which together differentiate its service mix from many peers.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Retirement plans for business owners (SEP, solo 401k)
Options & derivatives strategies
Occupation focus
Founder/Business Owner
Executive
Fee options
Flat fees charged on case-by-case basis for financial planning, consulting, and retirement plan consulting
Up to $250 per hour for financial planning and consulting services; hourly or flat fee for retirement plan consulting
Fee-only: Financial planning and consulting hourly fees up to $250/hour; flat fees also charged on case-by-case basis, with maximum retainer $500
Main office location
Rich Dewitt Wealth Management LLC
5959 Shallowford Rd, Suite 105
Chattanooga TN 37421, United States
Number of offices
1
Most active in
Rich Dewitt Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Georgia · Louisiana · Tennessee · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")