WITTER & WESTLAKE INVESTMENTS

WITTER & WESTLAKE INVESTMENTS of LOUISVILLE, KY is an SEC-registered investment adviser (CRD 134774). Regulatory assets under management: $12.7M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 134774
• SEC file number: 801-67347
• Type: Registered investment adviser
• Location: 1515 ORMSBY STATION CT., SUITE C, LOUISVILLE, KY, 40223
• Phone: 502-339-8840
• Latest filing: 2026-03-31
• Regulatory AUM: $12.7M
• Discretionary AUM: $12.7M
• Clients: 2
• Accounts: 22

Business model

Compensation: % of AUM.

Clients served: High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 134774 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search