# Ithaca Wealth Management

Ithaca Wealth Management is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Region:** North America
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/ithacawealth

## Regulatory record

- **CRD number:** 307643
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/307643

## About

ITHACA WEALTH MANAGEMENT is a state-registered investment adviser with $21 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.

## Questions

### What types of investments does Ithaca Wealth Management pursue?

The firm focuses on private equity, real estate, and alternative assets, with an emphasis on direct investments and co-investment structures. Specific sectors or deal stages are not disclosed publicly.

### Who are the founding principals of Ithaca Wealth Management?

Founding principals are not identified in public records. The firm does not maintain a public website or LinkedIn profile, and no media coverage names specific individuals.

## Related profiles

- [HolleyJo Wealth Advisors](https://altss.com/profile/holleyjo-wealth-advisors)

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Last updated: 2026-07-06T01:24:18.913Z

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