OT
Ownit Technologies Llc
Investment Adviser · Boutique (under $100M)
CRD 342965
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ADV data as of Jul 15, 2026
- Regulatory AUM
- $0
- Discretionary
- $0
- Clients
- 2
- Avg AUM / client
- —
- Accounts
- 0
- Employees
- 4
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 2 | — | — |
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 15, 2026.