Wittman Capital Management Investment & Estate Counsel,llc

Wittman Capital Management Investment & Estate Counsel,llc (CRD# 151676) is a financial advisory firm headquartered in Henderson, NV. They manage $11,700,000 in 196 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    196
    ACCOUNTS
  • Average Account Value
    $59,694
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NV

Financial Advisors at Wittman Capital Management Investment & Estate Counsel,llc
Showing 1 - 3 of 3 top financial advisors.
1
Brian A. Wittman
CRD#: 4341176
11201 S. Eastern Ave., Suite 100, Henderson, NV 89052
93
Wealthminder
score

Brian Wittman (CRD# 4341176) is an Investment Advisor Representative working at Wittman Capital Management Investment & Estate Counsel,llc in Henderson, NV and has over 16 years of experience in the finance industry.

2
Tanner W. Wells
CRD#: 6377351
11201 South Eastern Avenue, Suite 100, Henderson, NV 89052
89
Wealthminder
score

Tanner Wells (CRD# 6377351) is an Investment Advisor Representative working at Wittman Capital Management Investment & Estate Counsel,llc in Henderson, NV and has over 3 years of experience in the finance industry.

3
Ricardo W. Cabrera
CRD#: 5632596
11201 South Eastern Avenue, Suite 100, Henderson, NV 89052
81
Wealthminder
score

Ricardo Cabrera (CRD# 5632596) is an Investment Advisor Representative working at Wittman Capital Management Investment & Estate Counsel,llc in Henderson, NV and has over 8 years of experience in the finance industry.

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