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Adam Garrick Wittan

Investment adviser representative at Fifth Third Wealth Advisors LLC
13 yearsExperience
2 statesRegistered in
$7.8BFirm assets
5 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 assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

13 years in the industry.

  1. Fifth Third Wealth Advisors LLCDec 2025 to now
  2. Regions BankApr 2013 to Dec 2025

Exams passed

  • Series 63 · Uniform Securities Agent State Law1999
  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 2 states (GA, TX).

Fifth Third Wealth Advisors LLC

$7.8BAssets managed
1,498Clients
66Advisers
5 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
3214870
Firm CRD
313015
Advisor's SEC record (opens in a new tab)
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