Raymond Witt
Raymond Witt is a registered investment advisor at Realta Investment Advisors, INC, based in Murray, UT, with 26 years of industry experience. Raymond operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 1,958 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Realta Investment Advisors offers investment management services through various programs. The maximum annual fee for the Advisor as Portfolio Manager (APM) program is 2.50%, billed quarterly in advance. For Unified Managed Accounts (UMA) and Separately Managed Accounts (SMA), the maximum annual fee is also 2.50%, billed quarterly in advance, excluding platform fees. The total annual fee for the client (including Realta's fee and third-party platform fees) cannot exceed 3.00%. Fees are negotiable at Realta's discretion.
Location
392 E. Winchester #110, Murray, UT, 84107
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Regulatory History (2)
Customer Dispute
November 2025Criminal
March 1994Other Business ActivitiesSells Insurance
Raymond is an independent licensed insurance agent selling life, long-term care, and disability insurance, dedicating a few hours per week. He is also involved in various other business activities, including real estate, crypto ATMs, investment advisory services, and serving on the board of directors for multiple organizations, including a software platform that uses AI to manage investments.
Employment History
Current Registrations
Realta Investment Advisors, INC
Realta Equities, INC.Broker
Previous Registrations
Transce3nd LLC
Realta Investment Advisors, INC
Bangerter Financial Services, INC.
Concorde Investment Services, LLCBroker
Concorde Asset Management, LLC
Spc
Sigma Financial CorporationBroker
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
The O.N. Equity Sales CompanyBroker
H&r Block Financial Advisors, INC.
H&r Block Financial Advisors, INC.Broker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Investors Capital CORP.Broker
Raymond James Financial Services, INC.Broker
Locust Street Securities, INC.Broker
Pacific Harbor Securities, INC.Broker
Wma Securities, INC.Broker
State Registrations28 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.