Raymond Cripps De witt
Investment adviser representative at Realta Investment Advisors, Inc
24 yearsExperience
1 stateRegistered in
$385.4MFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
24 years in the industry.
- Realta Investment Advisors, Inc.Feb 2026 to now
- Realta Equities, Inc.Nov 2023 to now
- Dewitt Wealth Management, LLCApr 2019 to now
- Raymond Dewitt-sole ProprietorAug 2012 to now
- Transce3nd LLCDec 2025 to Feb 2026
- Realta Investment Advisors, Inc.Jan 2024 to Jan 2026
- Coastal Investment Advisors, Inc.Nov 2023 to Dec 2023
- Bangerter Financial Services, Inc.Aug 2021 to Jan 2024
- Windermere Commercial Real EstateJul 2020 to Jul 2023
- Concorde Asset Management, LLCApr 2019 to Nov 2023
- Concorde Investment Service, LLCApr 2019 to Nov 2023
- Blue Sky Business BrokersSep 2017 to Jun 2018
- Sigma Financial CorporationSep 2015 to Apr 2019
- Sigma Planning CorporationSep 2015 to Apr 2019
- Sparta UnitedSep 2002 to Nov 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (UT).
Realta Investment Advisors, Inc
$385.4MAssets managed
1,231Clients
57Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2894063
- Firm CRD
- 134952