Unclaimed Profile

Matt Dayton Ritt

KINWELL LLC·CHARLESTON, South Carolina

Series 7, Series 66Clean record14 years registeredKINWELL LLC

1630 MEETING ST, CHARLESTON, SC 29405CRD# 5979122Firm CRD# 290449

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Matt Dayton Ritt · CHARLESTON, SC

Registration

CRD #5979122 · KINWELL LLC · 14 years registered

Brand Profile

Not yet started

Career History

IRONVIEW CAPITAL MANAGEMENT, LLC

May 2026 – present

KINWELL LLC

Jan 2018 – Jun 2026

CHARLESTON, SC

QUESTIS

May 2014 – Dec 2017

CHARLESTON, SC

QUESTIS PORTFOLIO PARTNERS, LLC

Sep 2013 – Apr 2014

CHARLESTON, SC

QUESTIS

Apr 2013 – Sep 2013

CHARLESTON, SC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jan 2012 – Apr 2013

CHARLESTON, SC

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · January 3, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KINWELL LLC

CRD 290449 · SEC 801-128056

AUM

$149M

Regulatory assets under management

Employees

365 client accounts

Services offered by KINWELL LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at KINWELL LLC →

Introduction

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Frequently Asked Questions

What services does Matt Dayton Ritt offer?

Matt Dayton Ritt specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHARLESTON, South Carolina for a consultation.

What are Matt Dayton Ritt's credentials?

Matt Dayton Ritt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matt Dayton Ritt located?

Matt Dayton Ritt is based in CHARLESTON, South Carolina, working with KINWELL LLC. Their office serves clients in the CHARLESTON metropolitan area and surrounding communities.

How does Matt Dayton Ritt charge for services?

Matt Dayton Ritt's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KINWELL LLC?

KINWELL LLC has approximately 2 employees and manages $149M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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