RIA Intel›Advisers›Michigan›WITTENBERG INVESTMENTS INC.

WITTENBERG INVESTMENTS INC.

Advisory

TROY, MI

Data as of Jun 25, 2026 · Source: SEC Form ADV

Rank in MI
#418
of 521 advisers by AUM
Average account
$419K
across 213 accounts
AUM per adviser
$30M
3 advisers

Source: SEC Form ADV. Figures as filed Jun 25, 2026.

Total AUM
$89M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
4
Assets Under Management
Total AUM$89M
Discretionary AUM$89M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients135
Team
Total Employees4
Investment Advisers3
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InFL, MI, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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