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Current Employers
Realta Investment Advisors, Inc

1201 N. Orange Street Suite 729, Wilmington, DE 19801 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-02-27
  • UT RA
    APPROVED
    Since 2026-02-27

Branch Locations

392 E. Winchester #110, Murray, UT 84107 • United States

1201 N. Orange Street Suite 729, Wilmington, DE 19801 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Sparta United Sandy UT 09/2002 11/2023
Sigma Financial Corporation Ann Arbor MI 09/2015 04/2019
Sigma Planning Corporation Ann Arbor MI 09/2015 04/2019
Concorde Investment Service, Llc Livonia MI 04/2019 11/2023
Concorde Asset Management, Llc Livonia MI 04/2019 11/2023
Bangerter Financial Services, Inc. Roseville CA 08/2021 01/2024
Windermere Commercial Real Estate Salt Lake City UT 07/2020 07/2023
Blue Sky Business Brokers Sandy UT 09/2017 06/2018
Dewitt Wealth Management, Llc Salt Lake City UT 04/2019 Present
Raymond Dewitt-Sole Proprietor Salt Lake City UT 08/2012 Present
Realta Equities, Inc. Wilmington DE 11/2023 Present
Coastal Investment Advisors, Inc. Wilmington DE 11/2023 12/2023
Realta Investment Advisors, Inc. Wilmington DE 01/2024 01/2026
Transce3Nd Llc 392 E Winchester, Suite 110 UT 12/2025 02/2026
Realta Investment Advisors, Inc. Wilmington DE 02/2026 Present
  • 09/2002 → 11/2023
    Sparta United
    Sandy, UT
  • 09/2015 → 04/2019
    Sigma Financial Corporation
    Ann Arbor, MI
  • 09/2015 → 04/2019
    Sigma Planning Corporation
    Ann Arbor, MI
  • 04/2019 → 11/2023
    Concorde Investment Service, Llc
    Livonia, MI
  • 04/2019 → 11/2023
    Livonia, MI
  • 08/2021 → 01/2024
    Roseville, CA
  • 07/2020 → 07/2023
    Windermere Commercial Real Estate
    Salt Lake City, UT
  • 09/2017 → 06/2018
    Blue Sky Business Brokers
    Sandy, UT
  • 04/2019 → Present
    Dewitt Wealth Management, Llc
    Salt Lake City, UT
  • 08/2012 → Present
    Raymond Dewitt-Sole Proprietor
    Salt Lake City, UT
  • 11/2023 → Present
    Realta Equities, Inc.
    Wilmington, DE
  • 11/2023 → 12/2023
    Coastal Investment Advisors, Inc.
    Wilmington, DE
  • 01/2024 → 01/2026
    Wilmington, DE
  • 12/2025 → 02/2026
    392 E Winchester, Suite 110, UT
  • 02/2026 → Present
    Wilmington, DE
Previous Registrations
  • 2025-12-10 → 2026-02-23
    Buda, TX
    Murray, UT
  • 2024-01-26 → 2026-01-22
    Murray, UT
    Wilmington, DE
  • 2021-10-13 → 2024-01-23
    Roseville, CA
    Salt Lake City, UT
  • 2019-04-23 → 2023-11-22
    Ann Arbor, MI
    South Jordan, UT
    Salt Lake City, UT
    Salt Lake City, UT
    Murray, UT
  • 2015-09-29 → 2019-05-06
    South Jordan, UT
    Ann Arbor, MI
  • 2012-08-08 → 2015-09-28
    West Jordan, UT
    Midvale, UT
    Sandy, UT
    Midvale, UT
    Salt Lake City, UT
    Salt Lake City, UT
    Salt Lake City, UT
    Salt Lake City, UT
    Salt Lake City, UT
    Salt Lake City, UT
    Midvale, UT
    Salt Lake City, UT
    Salt Lake City, UT
    Salt Lake City, UT
    Salt Lake City, UT
    West Jordan, UT
  • 2007-06-05 → 2012-08-10
    Midvale, UT
  • 2006-10-20 → 2007-06-08
    Waddell & Reed
    Clearfield, UT
  • 2003-07-02 → 2004-09-23
    Ameriprise Advisor Services, Inc.
    Salt Lake City, UT
  • 2001-08-24 → 2003-01-22
    A. G. Edwards & Sons, Inc.
    Salt Lake City, UT
Other Businesses

1) Independent Licensed Insurance Agent/DeWitt Wealth Management, LLC; Life, LTC and DI Insurance; Life and Health licensed; commissions; 1 hours per week during trading hours. 2) DeWitt Family Trust; Investment related; Start date: May 2022; Hurricane, UT; My family trust owns my home and an Air BnB I own; Trustee; short term rental revenue; 5 hours per week during non-trading hours. 3) DeWitt Advisory Group, Inc.; Non-investment related; Start 01/01/2021; Sandy, UT; C corp used for tax purposes; Owner of C corp and will pay for "consulting" for tax purposes; funds come from personal income paid into this; 1 hours per week during non-trading hours. 4) Spark Realty; Non -investment related; 392 E Winchester #110, Murray UT 84107; Commercial Real Estate; sparkrealty.com; commission sales; 5 hours per week during trading hours. 5) DeWitt Wealth Management; Investment related; used for tax purposes. My airbnb revenue runs through this business; President; airbnb rental income; Own the home and LLC; 1 hours per week during non-trading hours. 6) 1031 DST Group dba; start: 1/2024; Murray, UT; www.1031dstgroup.com; President and Financial Advisors; Commissions and Fees; 50+ hours per week during normal trading hours. 7) Realta Investment Advisors, Inc.; Investment Related; start: 02/2026; 1201 N. Orange St Suite 729 Wilmington, DE 19801; Investment Advisory Services; www.realtawealth.com; Investment Advisor Representative; 40 hours per week during normal trading hours. 8) Safari Club International; start: 4/2024; Washington, DC; not investment related; wildlife conservation, hunting, fund raising for 503c; safariclub.org; Board of Directors seat; 5 hours per week during non-trading hours. 9) Wyoming Reserve; start: 7/2024; Casper, WY; www.thewyomingreserve.com; help raise aware and capital for the Wyoming Reserve; 1% of capital; 10 hours per week during normal trading hours. 10) IFlip Investments; 125 S King St Jackson, WY 83001; Software platform that uses AI to manage investments for individuals; www.iflipinvest.com; Board of Directors; Compensation in the form of Equity; 2 hours per week during normal trading hours. 11) VFO Group; 17207 N Perimeter Drive Scottsdale, AZ; dba; Partner; Commission and Fees; 40 hours per week during normal trading hours. 12) Soteria-360; Not Investment Related; 1065 SW 9th St #672 Miami, FL; RPM for hospital outpatient services and continued doctor-patient monitoring; www.soteria-360.com; Board of Directors, Investor, Help consult the firm on capital raising needs; Equity; Own 2% of company; 5 hours per week during normal trading hours. 13) Diamond Rock Hilltop Construction SA; Roatan, Honduras; Not Investment Related; start: 6/2025; construction development and real estate sales; roatancarribbeanliving.com; Real Estate and Commission; 5 hours per week some during normal trading hours. 14) Spotted Hawk Drilling; Investment Related; 700 Louisiana Street #3850 Houston, TX 77002; start: 11/2025; Selling direct participations/ownership in oil & gas royalty interests; Commissions; 10 hours per month during normal trading hours. 15) Lux Financial; Not Investment Related; start: 7/6/2026; 3301 N. Thanksgiving Way #475 Lehi, UT 84048; Solar Battery Tax Credit Program; Intro/Sales get referrals and commission; Fee Based; 3 hours per month none during normal trading hours. 16) Gilmore Development Corp; Investment Related; start: 7/2026; 217 Old Mill Bottom Road, Annapolis, MD 21409; Syndication Development Co.; Consultant/Advisory Board; Fee based; 10 hours per month none during normal trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-07-11
S63 Uniform Securities Agent State Law Examination 1997-06-06
  • S65 Uniform Investment Adviser Law Examination
    2018-07-11
  • S63 Uniform Securities Agent State Law Examination
    1997-06-06
Other Names
  • Raymond C Dewitt
  • Raymond Cripps Dewitt
  • Ray Cripps Dewitt

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