Gianotti Wealth Advisory

Christopher Gianotti, founder of the firm, is the primary figure responsible for investment strategy and client advisory. The firm operates with a small team of advisors, though specific personnel details are not publicly listed. Investment decisions are made in the context of each client's financial plan and risk tolerance (per public record).

The firm uses an open-architecture approach, selecting from a broad range of third-party money managers, mutual funds, ETFs, and direct securities. Portfolios are customized based on individual client goals, tax considerations, and liquidity needs. Asset allocation typically includes public equities, fixed income, and alternatives like private equity or hedge funds when suitable (per public record).

Gianotti Wealth Advisory does not operate a direct private equity or venture capital fund. Client exposure to private markets, if any, is achieved through third-party pooled vehicles such as private equity funds or hedge funds. The firm does not source proprietary deals or co-invest alongside its clients (per public record).

As a registered investment advisor under the Investment Advisers Act of 1940, Gianotti Wealth Advisory is required to disclose its fee schedule in Form ADV filings. Fees are typically based on a percentage of assets under management, and the firm does not charge commissions or generate revenue from proprietary products, reducing potential conflicts of interest (per SEC public records).

Gianotti Wealth Advisory operates as a multi-family office, serving multiple unrelated families and individuals. This structure is distinct from single-family offices that manage the wealth of a single dynasty. The firm functions as an RIA, meaning it is subject to securities regulations and fiduciary standards applicable to advisors (per public record).