# Rittenhouse Wealth Management

Rittenhouse Wealth Management is a Bank / Wealth / Trust based in Philadelphia, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Philadelphia, United States
- **Region:** North America
- **Address:** Philadelphia, PA, United States
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** rittenhousewealth.com

## Regulatory record

- **CRD number:** 315107
- **SEC file number:** 801-121776
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/315107

## About

Founded in 2021 and headquartered in Philadelphia, Rittenhouse Wealth Management operates as an independent registered investment advisor. The firm serves individuals, high-net-worth families, estates, trusts, and charitable organizations. Its core offerings span financial planning, retirement planning, and discretionary investment management. The firm's investment process draws on portfolio construction for taxable and tax-advantaged accounts alike, with allocations spanning public equities, fixed income, and alternative structures when suitable for client mandates. Rittenhouse operates largely as a planning-led advisory shop, meaning portfolio recommendations emerge from each client's balance-sheet and cash-flow planning rather than from a single house model. Its geographic footprint is concentrated in the Mid-Atlantic region, particularly greater Philadelphia and southeastern Pennsylvania. Rittenhouse remains small by AUM and headcount. No publicly reported regulatory filings provide a current AUM total, and the firm does not disclose a roster of investment professionals. No adjacent philanthropic foundation, real-estate arm, or club vehicle has been disclosed. Structurally, Rittenhouse's bet is that a compact independent RIA can retain mass-affluent to high-net-worth families in Philadelphia who feel underserved by the branch-office model of wirehouses and bank-owned wealth managers. That posture — local, planning-first, with no proprietary product pressure — remains the firm's sharpest differentiator versus the large national teams that dominate the Philadelphia wealth market.

## Sectors

- Wealth Management

## Questions

### What custodian does Rittenhouse use for client assets?

The firm does not publicly name its custodian. Independent RIAs of Rittenhouse's size in the Philadelphia market most commonly custody with Charles Schwab, Fidelity, or Pershing, but no primary source confirms which platform the firm has selected.

### Is Rittenhouse affiliated with any larger bank or wealth platform?

No disclosed affiliation exists. The firm operates independently under its own ADV registration and brand, without announced ties to a roll-up aggregator, bank, or national RIA consolidator as of the latest available public record.

## Related profiles

- [Rittenhouse Ventures](https://altss.com/profile/rittenhouse-ventures)
- [Ritual Capital](https://altss.com/profile/ritual-capital)

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Last updated: 2026-08-11T02:43:31.692Z

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