# Pezzi Wealth Management LLC

Pezzi Wealth Management LLC is a Multi Family Office.

## Overview

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

## Regulatory record

- **CRD number:** 338782
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/338782

## About

PEZZI WEALTH MANAGEMENT LLC is a state-registered investment adviser. It has 1 employee and 1 investment adviser. The firm is based in [location].

## Questions

### Who are the principals of Pezzi Wealth Management?

Publicly available sources do not list named principals or investment professionals at Pezzi Wealth Management LLC. The firm maintains a low profile, with no disclosed team members in public records.

### What investment strategies does Pezzi Wealth Management employ?

The firm's specific investment strategies are not publicly disclosed. Typical multi-family offices in this category employ a diversified approach across public equities, fixed income, and alternative assets, with asset allocation customized to client objectives.

### Does Pezzi Wealth Management disclose its assets under management?

No, Pezzi Wealth Management LLC does not publicly disclose its AUM. The firm operates as a private entity and has not published any aggregate management figures.

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- [ZENZIC Capital](https://altss.com/profile/zenzic-capital)
- [Toellen Capital Management](https://altss.com/profile/toellen-capital-management-llc)

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Last updated: 2026-07-06T01:24:23.267Z

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