Matthew Ryan Rittenhouse
Investment adviser representative at Wellfull
22 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$866.4MFirm assets
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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
- Pension consulting
Experience
22 years in the industry.
- WellfullSep 2017 to now
- Bernardo Wealth Planning LLCSep 2017 to now
- MML Investors Services, Inc.Nov 2004 to Sep 2017
- Whipple & Associates/massmutual Life Insurance CompanyAug 2004 to Sep 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (PA).
Wellfull
Legal name: Bernardo Wealth Planning, LLC
$866.4MAssets managed
801Clients
11Advisers
9 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
- 4550077
- Firm CRD
- 288705