|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| The Pitti Group Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 314685 |
| SEC # | 801-121652 |
| CIK # | 0001909664 |
| AUM | $337.9 M (2025-05-21) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 585-337-4000 |
| Address | 590 Fishers Station Drive Victor, NY 14564 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Facebook Inc | 4.6 | ||
| Netflix Inc | 3.3 | ||
| Johnson & Johnson | 3.2 | ||
| Boeing Co | 2.5 | ||
| Nvidia Corp | 2.3 | ||
| Amazon Com Inc | 2.3 | ||
| Exxon Mobil Corp | 2.0 | ||
| Alphabet Inc | 2.0 | ||
| Microsoft Corp | 1.9 | ||
| Apple Inc | 1.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 479 | 113.9 |
| (b) Individuals (high net worth individuals) | 71 | 153.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 33 | 70.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,298 | 337.9 |
| By Discretionary | ||
| Discretionary | 1,107 | 241.8 |
| Non-Discretionary | 191 | 96.1 |
| Total | 1,298 | 337.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 337.9 | |
| Total | 1,298 | 337.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001909664] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Stone Oak Wealth Management LLC
✚
|
TX | 0.3 |
|
Harrington Investments Incorporated
✚
|
CA | 0.3 |
|
Global Assets Advisory LLC
✚
|
FL | 0.3 |
|
IDB LIDO Wealth LLC
✚
|
NY | 0.3 |
|
Flywheel Private Wealth LLC
✚
|
CA | 0.3 |
|
Interactive Financial Advisors Inc
✚
|
IL | 0.3 |
|
Beacon Investment Advisors LLC
✚
|
MD | 0.3 |
|
Garrison Point Capital LLC
✚
|
CA | 0.3 |
|
Paragon Financial Services
✚
|
VA | 0.3 |
|
Waterford Advisors LLC
✚
|
NY | 0.3 |