Raymond Cripps De Witt Jr
Investment Adviser Representative at Realta Investment Advisors, Inc
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Raymond Cripps De Witt Jr. is an investment adviser representative with Realta Investment Advisors, Inc in Murray, UT, where they have been registered since 2026. They have worked in the securities industry since 1999 and have been registered with 10 firms, including Transce3nd LLC and Bangerter Financial Services, Inc. They have passed 6 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Utah.
Registrations & licenses
- Investment adviser:
- Utah
- Broker:
31 states and territories
Alabama, Alaska, Arizona, Arkansas, California, Colorado, Florida, Georgia, Idaho, Indiana, Louisiana, Massachusetts, Michigan, Minnesota, Missouri, Nevada, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, Tennessee, Texas, Utah, Washington, Wisconsin, Wyoming
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Sparta UnitedSep 2002 – Nov 2023Sandy, UT
- Sigma Financial CorporationSep 2015 – Apr 2019Ann Arbor, MI
- Sigma Planning CorporationSep 2015 – Apr 2019Ann Arbor, MI
- Concorde Investment Service, LLCApr 2019 – Nov 2023Livonia, MI
- Concorde Asset Management, LLCApr 2019 – Nov 2023Livonia, MI
- Bangerter Financial Services, Inc.Aug 2021 – Jan 2024Roseville, CA
- Windermere Commercial REAL EstateJul 2020 – Jul 2023Salt Lake City, UT
- BLUE SKY Business BrokersSep 2017 – Jun 2018Sandy, UT
- Dewitt Wealth Management, LLCApr 2019 – no end date reportedSalt Lake City, UT
- Raymond Dewitt-sole ProprietorAug 2012 – no end date reportedSalt Lake City, UT
- Realta Equities, Inc.Nov 2023 – no end date reportedWilmington, DE
- Coastal Investment Advisors, Inc.Nov 2023 – Dec 2023Wilmington, DE
- Realta Investment Advisors, Inc.Jan 2024 – Jan 2026Wilmington, DE
- Transce3nd LLCDec 2025 – Feb 2026392 E Winchester, Suite 110, UT
- Realta Investment Advisors, Inc.Feb 2026 – no end date reportedWilmington, DE
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Realta Investment Advisors, Inc
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Full-service broker-dealer and RIA platform offering traditional investments, private markets, and alternative strategies (including private equity, private credit, real estate, hedge funds, venture capital, oil and gas, structured products, 1031 exchanges, and tax-advantaged strategies); a full financial planning suite with tax capabilities; virtual assistant program; integrated technology stack; multiple custody options; dedicated due diligence team; and a service model built around direct access and fast answers.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 61
- Offices listed on AdvisorFinder:
- 22
- Main office:
- Wilmington, DE
- SEC file number:
- 801-68000
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 6, 2026
View full firm profileOther advisors at Realta Investment Advisors, Inc
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Raymond Cripps De Witt Jr has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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