Tyler Rumbaugh
Investment adviser representative at Wittlin Advisory
10 yearsExperience
1 stateRegistered in
$348.5MFirm 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
Experience
10 years in the industry.
- Wittlin AdvisoryJan 2025 to now
- Roger Wittlin AdvisoryAug 2024 to now
- JP Morgan ChaseJul 2023 to Jul 2024
- First Republic BankOct 2016 to Jun 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
Wittlin Advisory
Legal name: Roger Wittlin Investment Advisory, LLC
$348.5MAssets managed
16Clients
2Advisers
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
- 8022747
- Firm CRD
- 292577