ITANI WEALTH MANAGEMENT

Overview

Itani Wealth Management is a small, privately held limited liability company that provides portfolio management services to individuals and families, with an ownership structure tied to an individual principal. The firm charges clients on a percentage-of-AUM basis and focuses on advisory work for individuals and small businesses. It operates as a non‑ESG investor and reports only non‑discretionary assets, meaning clients generally retain final trading authority. The firm lists accountant and insurance-company affiliations as part of its business ecosystem. Investment activity centers on public, exchange‑traded equities as the primary allocation preference. The adviser also uses third‑party vehicles for alternative exposure and supplements core equity exposure with traditional products such as mutual funds and annuities when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices