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Trasatti Wealth Planning
TRASATTI WEALTH PLANNING, LLC is a state-registered investment adviser in BALTIMORE, MD. The firm manages $72 million in assets, $67 million on a...
Overview
TRASATTI WEALTH PLANNING, LLC is a state-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
RIA
Location
Region
North America
Country
United States
Frequently asked questions
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.
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