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David Treat Dewitt

Dewitt Capital Management

Collegeville, PA

CRD 1055072

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Employer firm

Dewitt Capital Management CRD 108232

$123M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Selection of other advisers
  • SUB-ADVISOR ACTIVITIES, CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Dewitt Capital Management

3801 Germantown Pike Suite 203, Collegeville, PA 19426 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-04-20
PA RA APPROVED 1997-01-27
  • TX RA
    APPROVED_RES
    Since 2023-04-20
  • PA RA
    APPROVED
    Since 1997-01-27

Branch Locations

3801 Germantown Pike Suite 203, Collegeville, PA 19426 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Dewitt Captial Management Collegeville PA 11/1998 Present
  • 11/1998 → Present
    Dewitt Captial Management
    Collegeville, PA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1982-07-30
  • S63 Uniform Securities Agent State Law Examination
    1982-07-30
Designations
  • Certified Financial Planner

View on SEC IAPD

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Nearby Offices

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · COLLEGEVILLE, PA
ON INVESTMENT MANAGEMENT CO · Collegeville, PA
OSAIC WEALTH, INC. · COLLEGEVILLE, PA

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