TRASATTI WEALTH PLANNING, LLC

Overview

Trasatti Wealth Planning, LLC is an independent registered investment adviser focused on serving individual and family clients and small-business owners. The firm combines financial planning with discretionary portfolio management, delivering advice under a mix of fee arrangements: a percentage of assets under management, alongside hourly and fixed-fee engagements for planning work. Management activity shows a clear tactical preference for publicly traded equity exposure, deployed primarily through exchange-traded vehicles and separately managed accounts. The firm is not positioned as a capital allocator or multi-state adviser and does not identify as an ESG-focused manager. It sources alternative exposure through third-party managers rather than running in-house private funds. Service delivery appears boutique in scale, emphasizing personalized planning and portfolio oversight rather than institutional custody or large-scale institutional product manufacturing.

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Public Holdings

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Location & Offices