linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Roger Alan Wittenberg

Bodhi Tree Capital Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Roger? Claim Your Profile

About Roger Alan Wittenberg

Roger Alan Wittenberg is an Investment Advisor Representative registered with Bodhi Tree Capital Management, LLC. Roger is a licensed Investment Advisor Representative in Nevada. Roger has been in the industry since 2003 and has experience with real estate and other investments. He is experienced with portfolio management for individuals, and also for pooled investment vehicles.

Firm Information

Roger Wittenberg is currently registered with Bodhi Tree Capital Management, LLC. Bodhi Tree Capital Management, LLC is an investment advisor registered with the SEC. They advise high-net-worth individuals, other investment advisors, and pooled investment vehicles. They provide portfolio management services, including selection of other advisors, and have approximately $25.1 million in regulatory assets under management.

$25.10M

Assets Under Management

18

Total Clients

3

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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

percentage of assets

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

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Roger Wittenberg’s Registration & Firm History

NV

03/21/2013 - Present

Bodhi Tree Capital Management, LLC (INCLINE VILLAGE NV)

Not sure if Roger Alan Wittenberg is right for you?

Licenses & Designations

IA

Issued 01/23/2013

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Roger Alan Wittenberg.
Not sure if Roger Alan Wittenberg is right for you?