The Pitti Group Wealth Management, Llc
- Regulatory AUM
- $374M
- Discretionary
- $263M
- Clients
- 601
- Avg AUM / client
- $623K
- Accounts
- 1,320
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Jun 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 493 | $130M | 34.7% |
| High net worth individuals | 75 | $165M | 44.0% |
| Pension and profit sharing plans | 33 | $80.0M | 21.4% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Matthew Salvatore Pitti | Member / Senior Vice President | May 2021 (5y) | 25% – 50% | |
| Salvatore Joseph Pitti | Managing Member / President And Chief Compliance Officer | CFP | May 2021 (5y) | 75% or more |
| Anthony Salvatore Pitti | Registered representative | Oct 2021 (5y) | ||
| Sean Hantes | Registered representative | May 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/15/2026 | 1 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Wells Fargo $294M (79% of AUM) Jun 2026
- Voya Financial $44.3M (12% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 15, 2026.
View current Form ADV (SEC/IAPD) ↗