GIANOTTI WEALTH ADVISORY

Overview

Gianotti Wealth Advisory is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients, offering a mix of financial planning, portfolio management for individuals and small businesses, and pension consulting support. In addition to advisory services, the firm operates as an insurance broker, which it integrates into client planning and risk-management conversations. Investment activity is centered on liquid public markets with a clear preference for exchange-traded securities. Services are delivered through discretionary mandates and separately managed account structures, and the firm charges clients via a combination of percentage-of-AUM fees, fixed fees, and commissions. Gianotti Wealth Advisory does not position itself as a capital allocator, is not an active ESG investor, and operates without a multi-state advisory footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices