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The Pitti Group Wealth Management
The Pitti Group Wealth Management is an RIA serving high-net-worth families with tax-aware wealth transfer and legacy planning strategies.
The Pitti Group Wealth Management
The Pitti Group Wealth Management, LLC is an SEC-registered investment adviser in Victor, NY, registered since 2021. The firm manages $374 million in assets, with $263 million on a discretionary basis. It has 6 employees and 4 investment advisers.
General information
Firm type
RIA
Year founded
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AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Frequently asked questions
Who runs investment decisions at The Pitti Group Wealth Management?
The firm's principal operators are not publicly named in available sources. As a registered investment advisor, investment decisions are made by the firm's professional team in accordance with client-specific mandates (per SEC records).
Is The Pitti Group Wealth Management structured as a family office or a broader asset manager?
The Pitti Group operates as a registered investment advisor (RIA), serving multiple high-net-worth families. Its structure suggests a multi-client advisory model rather than a single-family office (per SEC registration records).
What investment stages does The Pitti Group target?
The firm focuses on public markets and alternative investments suited to conservative portfolios. It does not publicly target venture-stage or early-stage companies, instead emphasizing income generation and wealth preservation.
Which sectors does The Pitti Group explicitly avoid?
Available public records do not list specific exclusions. The firm's conservative posture suggests limited exposure to high-risk sectors such as early-stage technology or speculative commodities.
Does The Pitti Group participate in fund commitments or only direct deals?
The Pitti Group's investment approach includes both direct holdings and pooled vehicles such as mutual funds and ETFs, as per typical RIA practice. Its exact commitment structure to private funds is not publicly detailed.
Where does the underlying wealth come from for The Pitti Group's clients?
Client wealth sources are not publicly disclosed by the firm. The Pitti Group serves high-net-worth families whose wealth may derive from business ownership, inheritance, or professional careers.
Does The Pitti Group maintain philanthropic structures?
The firm's service offerings include charitable giving strategies, suggesting an advisory role in establishing donor-advised funds or foundations. However, no separate philanthropic vehicles are disclosed in public records.
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