Hobert Marcus Witt
Investment adviser representative at Witt Financial Group, LLC
14 yearsExperience
2 statesRegistered in
$160.5MFirm assets
Under 1 yearFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Witt Financial Group, LLCJan 2003 to now
- Wealth Financial Advisory Services, LLCFeb 2016 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
State registrations
Registered as an investment adviser representative in 2 states (FL, TN).
Witt Financial Group, LLC
$160.5MAssets managed
314Clients
3Advisers
Under 1 yearIn 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
- 4533105
- Firm CRD
- 156462