# Wittenberg Investments Inc.

Wittenberg Investments Inc. is a RIA based in Troy.

## Overview

- **Organization type:** RIA
- **Headquarters:** Troy
- **Assets under management:** Undisclosed
- **Website:** https://wittenberginvestments.com
- **LinkedIn:** https://www.linkedin.com/company/wittenberg-investments-inc

## Regulatory record

- **CRD number:** 297615
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/297615

## About

Wittenberg Investments provides ongoing financial planning and investment management designed to simplify complexity and align decisions with client goals. Independent and fee-only, the firm focuses on transparency, risk awareness, and long-term thinking. It combines disciplined investment strategy with thoughtful planning to support long-term confidence, stability, and peace of mind.

## People

- Ken Wittenberg — Founder
- Ken Wittenberg — Founder

## Questions

### Who runs investment decisions at Wittenberg Investments?

No named principals or investment professionals appear in any public record. The firm's decision-making structure is unknown.

### Where is Wittenberg Investments headquartered?

Wittenberg Investments Inc. does not list a public headquarters address. Its jurisdiction of incorporation and operational location are not disclosed.

### What is the wealth origin behind Wittenberg Investments?

No wealth-origin information has been published. The firm's underlying capital source is not identifiable from public sources.

### Does Wittenberg Investments invest in direct deals or fund commitments?

The firm has no recorded investment activity in any publicly available deal database, media report, or regulatory filing. Its investment approach is unknown.

### Which sectors does Wittenberg Investments avoid?

Without any disclosed portfolio or strategy, the firm's sector preferences or exclusions are not publicly documented.

### What is Wittenberg Investments' known AUM?

AUM has never been disclosed by the firm or reported in any external publication. The figure is classified as Undisclosed.

## Related profiles

- [Sweetwater Private Equity](https://altss.com/profile/sweetwater-private-equity)
- [Burgess Investment Management and Research Inc.](https://altss.com/profile/burgess-investment-management-and-research-inc)

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Last updated: 2026-08-11T15:08:32.892Z

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