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THE PITTI GROUP WEALTH MANAGEMENT, LLC
CRD 314685 · SEC 801-121652
590 FISHERS STATION DRIVE, SUITE 110, VICTOR, NY, 14564, United States
Phone
(585) 337-4000
Fax
(585) 215-0015
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$374.3M
Discretionary AUM
$263.1M
Team
6 total employees; 4 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 493 | $129.7M |
| High net worth individuals | 75 | $164.6M |
| Pension/profit sharing plans | 33 | $80.0M |
States served
MA, NJ, NY, NC, PA, SC, TX, FL
All web addresses on file
- https://www.facebook.com/ThePittiGroup/
- http://www.instagram.com/thepittigroup_wm/
- https://www.thepittigroup.com/
- https://www.linkedin.com/company/the-pitti-group/
- https://open.spotify.com/show/1nZybjegE0XXCoyz6u9IEn
- https://www.youtube.com/@ThePittiGroup
- https://podcasts.apple.com/gb/podcast/the-finance-things-in-life/id1874672510
Official SEC filing: View on IAPD