The Pitti Group Wealth Management, LLC

RIASEC RegisteredEst. 2021
Total AUM
$374M
Discretionary
$263M
70% of AUM
Avg account
$284K
Accounts
1,320
Employees
6
Advisory reps
4

Firm details

Headquarters
Victor, New York
CRD number
314685
Registered since
July 1, 2021
Website
www.thepittigroup.com
Custodians
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, VOYA FINANCIAL ADVISORS, INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI43.97%
  • Individuals34.66%
  • Pension & Profit Sharing Plans21.37%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

The Pitti Group Wealth Management, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2021. The firm is individually owned and serves both individual/family clients and institutional clients. Its advisory offering centers on financial planning, portfolio management for individuals and small businesses, and pension consulting, while it also operates as an insurance broker. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 52%, Exchange Traded Equities 42%, Cash & Cash Equivalents 2%, US Government Bonds 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%, Derivatives 1%52%
  • Public Funds/Mutual Funds52%
  • Exchange Traded Equities42%
  • Cash & Cash Equivalents2%
  • US Government Bonds1%
  • State & Local Bonds1%

Contacts

3 of 4
  • Sean Hantes

    Sean Hantes

    Wealth AdvisorCRD 6751100

  • Matthew Pitti

    Matthew Pitti

    Senior Vice President, Wealth AdvisorCRD 5189670

  • Salvatore Pitti

    Salvatore Pitti

    President & Wealth AdvisorCRD 2541280

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 48

Active vs passive

$106M in ETFs

Passive

52%

$54.8M

Active

25%

$51.6M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES MSCI EAFE ETF (EFA)BlackRockPassiveForeign Large Blend$18.4M176,68817.24%
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Location

Primary office

Victor, NY

Ontario

Location

Victor, NY

Headquartered in Victor, NY, anchoring the Rochester-Batavia-Seneca Falls, NY metro in the Northeast.

Metro area
Rochester-Batavia-Seneca Falls, NY
Region
Northeast
County
Ontario
Address
590 Fishers Station Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth