The Pitti Group Wealth Management LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
The Pitti Group Wealth Management LLC
CRD #314685
SEC #801-121652
CIK #0001909664
AUM $288.8 MM (2024-08-15)
Employees 5 (80% Investors, 0% Brokers)
Phone585-337-4000
Address590 Fishers Station Drive
Victor, NY 14564
Source [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram]
Total AUM ($MM)
3002401801206002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
JNJ 465,600.2 3.4
XOM 385,508.3 3.3
META 434,852.0 2.5
BA 82,059.9 2.0
AMZN 1,092,997.8 1.7
GOOGL 1,475,138.5 1.5
AAPL 2,382,844.0 1.3
MSFT 1,918,222.4 1.3
NFLX 79,791.6 1.3
NVDA 399,550.0 1.1
View All
Holdings by Sector ($MM)
1008060402002022202320242025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 450 106.2
(b) Individuals (high net worth individuals) 41 120.5
(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 32 61.1
(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 5 1.0
(n) Other 0 0.0
Total 1,206 288.8
By Discretionary
Discretionary 1,017 201.4
Non-Discretionary 189 87.4
Total 1,206 288.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 288.8
Total 1,206 288.8
EDGAR Form CIK 2011 - 2024
13F-HR [0001909664]
Comparable Firms State AUM ($BB)
Lowery Thomas LLC
CA 0.3
Hibernia Wealth Partners LLC
LA 0.3
Victory Financial Group LLC
TX 0.3
HW Capital LLC
CA 0.3
Cargile Investment Management Inc
TX 0.3
Councilmark Asset Management LLC
TN 0.3
Skyline Advisors Inc
WA 0.3
Guidance Capital Inc
KY 0.3
Rareview Capital LLC
NV 0.3
Compass Financial Services Inc
IA 0.3
Terms | Privacy | Guide
tony@aum13f.com