James Ruttenberg
EWA · Pittsburgh, Pennsylvania
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.
Request an introduction to James →
Facts
| Firm | EWA |
|---|---|
| Based in | Pittsburgh, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $750.7M across 2,602 accounts |
| SEC registration | Investment adviser representative in PA · CRD 2295305 |
| Exams passed | Series 63 (1994) · Series 65 (2026) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | open.spotify.com/show/412vinc8fpdnfax0dtmqzb |
How James's firm compares
- EWA's average account is about $289,000, from its Form ADV (assets managed divided by 2,602 accounts).
Request an introduction to James
Tell James a little about what you're looking for. James isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about James
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.