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Gianotti Wealth Advisory
Gianotti Wealth Advisory is an RIA and multi-family office advising high-net-worth families on investment management and planning under Christopher...
Gianotti Wealth Advisory
Gianotti Wealth Advisory is a registered investment advisor (RIA) that functions as a multi-family office, providing investment management and comprehensive financial planning to high-net-worth clients. The firm was founded by Christopher Gianotti, a veteran in the wealth management industry, though the exact founding year is not publicly specified (per public record). Wealth origin for clients is diverse, typically stemming from entrepreneurial exits, corporate executive compensation, and inherited assets. The firm's investment approach centers on open-architecture portfolio construction, utilizing third-party money managers and direct securities. Asset classes include public equities, fixed income, alternatives such as private equity and hedge funds, and cash equivalents. Gianotti Wealth Advisory does not operate proprietary investment funds but rather constructs tailored portfolios through a mix of mutual funds, ETFs, and separately managed accounts. Geographic focus is primarily domestic (US), with some client exposure to developed international markets. Team size and total assets under management are not publicly disclosed. The firm maintains a single office location, but the specific city is not widely reported. Gianotti Wealth Advisory is not known to operate philanthropic structures or operating companies distinct from the advisory practice. Recent operational events include ongoing compliance filings with the SEC, as required for registered advisors. The structural differentiator for Gianotti Wealth Advisory lies in its hybrid model as an RIA that operates akin to a multi-family office but without the scale of larger firms like Northern Trust or Bessemer Trust. The firm's fiduciary duty is codified through SEC registration, and it does not engage in proprietary trading or capital commitment, instead generating revenue through fee-based advisory charges. This structure reduces conflicts of interest associated with proprietary products.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
null
City
null
Corporate office
null
Frequently asked questions
Who leads investment decisions at 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).
How does Gianotti Wealth Advisory construct client portfolios?
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).
Does Gianotti Wealth Advisory invest in private companies directly?
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).
What is Gianotti Wealth Advisory's stance on fee transparency?
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).
Is Gianotti Wealth Advisory a single-family office or a multi-family office?
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).
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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