TILATTI WEALTH MANAGEMENT LLC

Overview

Tilatti Wealth Management LLC is a small, independent registered investment adviser operating as a limited liability company. The firm provides fee-based financial planning and portfolio management to both individual and institutional clients, and it also offers pension consulting services. Fee arrangements include a percentage-of-AUM component alongside fixed-fee engagements, and the firm manages both discretionary and non‑discretionary mandates. Investment activity is centered on public funds and mutual funds, which make up the bulk of client assets, but the firm also maintains the capability to allocate to alternative strategies—specifically hedge funds, real estate and private credit—and to use annuities and corporate debt to meet client income or liability-matching needs. Tilatti appears structured as a boutique adviser focused on tailored portfolios for a limited number of clients rather than scale-driven model management.

Assets & Accounts

Public Holdings

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Location & Offices