Overview
Assets Under Management: $338 million
Headquarters: VICTOR, NY
High-Net-Worth Clients: 71
Average Client Assets: $2 million
Frequently Asked Questions
THE PITTI GROUP WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #314685), THE PITTI GROUP WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
THE PITTI GROUP WEALTH MANAGEMENT, LLC is headquartered in VICTOR, NY.
THE PITTI GROUP WEALTH MANAGEMENT, LLC serves 71 high-net-worth clients according to their SEC filing dated May 21, 2025. View client details ↓
According to their SEC Form ADV, THE PITTI GROUP WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
THE PITTI GROUP WEALTH MANAGEMENT, LLC manages $338 million in client assets according to their SEC filing dated May 21, 2025.
According to their SEC Form ADV, THE PITTI GROUP WEALTH MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 71
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 45.47
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,298
Discretionary Accounts: 1,107
Non-Discretionary Accounts: 191
Regulatory Filings
CRD Number: 314685
Filing ID: 1992365
Last Filing Date: 2025-05-21 16:56:00
Website: https://thepittigroup.com