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| The Pitti Group Wealth Management LLC
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|---|---|
| CRD # | 314685 |
| SEC # | 801-121652 |
| CIK # | 0001909664 |
| AUM | 374.3 M (2026-06-15) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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) | |
|---|---|---|---|
| Johnson & Johnson | 5.1 | ||
| Facebook Inc | 3.2 | ||
| Alphabet Inc | 2.7 | ||
| Boeing Co | 2.3 | ||
| Netflix Inc | 2.1 | ||
| Nvidia Corp | 2.1 | ||
| Amazon Com Inc | 1.8 | ||
| Apple Inc | 1.6 | ||
| Lilly Eli & Co | 1.4 | ||
| Microsoft Corp | 1.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 493 | 129.7 |
| (b) Individuals (high net worth individuals) | 75 | 164.6 |
| (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 | 80.0 |
| (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 | 1,320 | 374.3 |
| By Discretionary | ||
| Discretionary | 1,129 | 263.1 |
| Non-Discretionary | 191 | 111.3 |
| Total | 1,320 | 374.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 374.3 | |
| Total | 1,320 | 374.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001909664] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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