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John Arthur Witten

Grow With ME

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About John Arthur Witten

John Arthur Witten is an investment advisor representative with Grow With ME, a firm based in Sebastopol, CA. John has been in the financial industry since 2013, and has a Series 65 and Series 56 license. John previously worked at SET TRADING PARTNERS, LLC in Chicago, IL. John specializes in financial planning, portfolio management for individuals, and selecting other advisors. John has been with Grow With ME since 2022.

Firm Information

John Witten is currently registered with Grow With ME. Grow With ME is a financial advisory firm with a focus on financial planning and portfolio management for both high-net-worth individuals and individuals other than high-net-worth. The firm manages over $33 million in assets for 168 clients. They offer a variety of services, including selection of other advisors and portfolio management for individuals.

$33.57M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Witten’s Registration & Firm History

CA

04/19/2022 - Present

Grow With ME (Sebastopol CA)

IL

02/11/2013 - 09/26/2013

SET TRADING PARTNERS, LLC (CHICAGO IL)

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Licenses & Designations

IA

Issued 09/01/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/08/2013

Series 56 - Proprietary Trader Qualification Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for John Arthur Witten. Review regulatory record here.
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