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The Pitti Group Wealth Management, LLC

● SEC registered since 2021CRD 314685SEC# 801-121652Victor, NY
Export (members)
Reg. AUM
$337.9M
Employees
5
Accounts
1,298
Location
Victor, NY

The Pitti Group Wealth Management, LLC assets under management

The Pitti Group Wealth Management, LLC is an investment advisory firm registered with the SEC based in Victor, NY. The firm has been registered since 2021. It reports $337.9 million in regulatory assets under management and employs 5 people.
www.facebook.com/thepittigroupView on SEC.gov ↗

The Pitti Group Wealth Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Matthew Salvatore Pitti ControlSenior Vice President / Investment Advisor Representative / Chief Compliance Officer25-50%2021
Salvatore Joseph Pitti ControlManaging MemberOver 75%2021

Frequently asked questions

How much does The Pitti Group Wealth Management, LLC manage?

The Pitti Group Wealth Management, LLC reports $337.9 million in regulatory assets under management on its Form ADV.

How many employees does The Pitti Group Wealth Management, LLC have?

The Pitti Group Wealth Management, LLC reports 5 employees.

Where is The Pitti Group Wealth Management, LLC located?

The Pitti Group Wealth Management, LLC is based in Victor, NY and has been SEC-registered since 2021.

Does The Pitti Group Wealth Management, LLC disclose fund performance?

The Pitti Group Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address590 Fishers Station Drive, Suite 110, Victor, NY 14564
Phone(585) 337-4000
Fax(585) 215-0015
Office hours8:30a.m. To 4:45p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$241.8M
Non-discretionary$96.1M
Total (RAUM)$337.9M