# James Ruttenberg

> James Ruttenberg is a fee-only financial advisor at EWA in Pittsburgh, Pennsylvania. EWA reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/james-ruttenberg/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** EWA
- **Based in:** Pittsburgh, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $750.7M across 2,602 accounts
- **CRD:** 2295305 (https://adviserinfo.sec.gov/individual/summary/2295305)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 63 (1994), Series 65 (2026)
- **Firm size:** 14 employees
- **Disclosures:** None reported
- **Website:** https://open.spotify.com/show/412vinc8fpdnfax0dtmqzb

## Frequently asked questions

### Is James Ruttenberg a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and EWA reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does James charge for financial advice?

James's firm, EWA, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is James Ruttenberg based?

James Ruttenberg is based in Pittsburgh, Pennsylvania.

### Is James Ruttenberg registered with the SEC?

Yes. James Ruttenberg is registered as an investment adviser representative in PA (CRD 2295305), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does EWA manage?

EWA reports $750.7M across 2,602 accounts in assets under management.

### How do I contact James Ruttenberg?

Through James's website, open.spotify.com/show/412vinc8fpdnfax0dtmqzb.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2295305): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.