# ROGER WITTLIN INVESTMENT ADVISORY, LLC

ROGER WITTLIN INVESTMENT ADVISORY, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 292577
- Type: SEC-registered investment adviser
- SEC file number: 801-121381
- Phone: 415-696-4044
- Latest filing: 2026-03-23
- Regulatory AUM: $348.5M
- Discretionary AUM: $191.9M
- Non-discretionary AUM: $156.6M
- Clients: 4
- Accounts: 49

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Roger Lowell Wittlin | CHIEF COMPLIANCE OFFICER/ MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | — |
| WITTLIN ROGER LOWELL | CHIEF COMPLIANCE OFFICER/ MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/292577/brochure
- Similar advisers: https://search.stillhousedata.com/firm/292577/similar
- Related entities: https://search.stillhousedata.com/firm/292577/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/292577

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.