Single Family OfficeRIA · CRD 139668SEC-Registered

Updated:

Trasatti Wealth Planning

TRASATTI WEALTH PLANNING, LLC is an SEC-registered investment adviser in BALTIMORE, MD. The firm manages $72 million in assets, $67 million on a discretionary...

Trasatti Wealth Planning

TRASATTI WEALTH PLANNING, LLC is an SEC-registered investment adviser in BALTIMORE, MD. The firm manages $72 million in assets, $67 million on a discretionary basis. It has 1 employee and 1 investment adviser.

General information

Firm type

Single Family Office

Location

Region

North America

Country

United States

Frequently asked questions

Who makes investment decisions at Trasatti Wealth Planning?

The firm lists no named principals or investment committee members in any public filing or professional directory. In a single family office structured as an LLC, decision-making authority typically rests with family principals or a designated family officer, but Trasatti Wealth Planning's internal governance is not disclosed.

Is Trasatti Wealth Planning a single family office or a commercial wealth management firm?

The firm's name and LLC structure indicate it is a single family office serving the Trasatti family. There is no evidence it solicits or manages capital for outside clients, which distinguishes it from registered investment advisors or multi-family offices that serve multiple families.

Does Trasatti Wealth Planning have a known investment strategy?

No investment strategy is publicly documented. The firm does not publish a website, appear in regulatory filings as a large institutional investor, or disclose direct investments, fund commitments, or sector allocations. Its strategy remains unknown to external observers.

Where does the underlying wealth of the Trasatti family come from?

The source of the Trasatti family's wealth is not a matter of public record. The surname's Italian origins suggest possible ties to individuals in construction, real estate, or manufacturing industries in which families with that name have historically participated in the United States, but no specific company sale, inheritance source, or operating business has been publicly linked to this office.

Does Trasatti Wealth Planning maintain any known philanthropic structures?

There is no public record of a Trasatti-named foundation or donor-advised fund connected to this office. Whether the family conducts charitable giving through the LLC, a separate entity, or does not engage in structured philanthropy is unknown.

Profile maintained by 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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