Wittenberg Investment Management Inc
● SEC registered since 1988CRD 105792SEC# 801-32143
Reg. AUM
$385.2M
Employees
1
Accounts
126
Location
—
Wittenberg Investment Management Inc assets under management
Wittenberg Investment Management Inc is an SEC-registered investment adviser. The firm has been registered since 1988. It reports $385.2 million in regulatory assets under management and employs 1 people.
Wittenberg Investment Management Inc owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joel Wittenberg Control | President & Chief Compliance Officer | Over 75% | 1988 |
Frequently asked questions
How much does Wittenberg Investment Management Inc manage?
Wittenberg Investment Management Inc reports $385.2 million in regulatory assets under management on its Form ADV.
How many employees does Wittenberg Investment Management Inc have?
Wittenberg Investment Management Inc reports 1 employees.
Does Wittenberg Investment Management Inc disclose fund performance?
Wittenberg Investment Management Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 978-995-7043 |
| Office hours | 9:00 a.m. - 5:00 P.M |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$385.2M▲ 6%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$385.2Mregulatory AUM
Discretionary $385.2M