THE PITTI GROUP WEALTH MANAGEMENT, LLC
CRD #314685 SEC #801-121652 VICTOR, NY (585) 337-4000
SEC Registered
Total AUM
$337.9M
Discretionary
$241.8M
Employees
5
Clients
25
Accounts
1,298
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $337.9M | $241.8M | $96.1M | 5 | 0 |
| Feb 2025 | $337.9M | $241.8M | $96.1M | 5 | 0 |
| Aug 2024 | $288.8M | $201.5M | $87.4M | 5 | 0 |
| Mar 2024 | $288.8M | $201.5M | $87.4M | 5 | 0 |
| Mar 2023 | $260M | $160M | $100M | 6 | 0 |
| Sep 2022 | $290M | $230M | $60M | 6 | 0 |
| Jun 2022 | $290M | $230M | $60M | 6 | 0 |
| May 2022 | $290M | $230M | $60M | 6 | 0 |
| May 2022 | $290M | $230M | $60M | 6 | 0 |
| Mar 2022 | $290M | $230M | $60M | 6 | 0 |
| Jan 2022 | $290M | $230M | $60M | 6 | 0 |
| Nov 2021 | $289.8M | $191.6M | $98.1M | 5 | 0 |
| Nov 2021 | $289.8M | $191.6M | $98.1M | 5 | 0 |
| Aug 2021 | $0 | $0 | $0 | 5 | 0 |
| Jun 2021 | $0 | $0 | $0 | 5 | 0 |
| Jun 2021 | $0 | $0 | $0 | 5 | 0 |
| Jun 2021 | $0 | $0 | $0 | 5 | 0 |
DateMay 2025
Total AUM$337.9M
Discretionary$241.8M
Non-Disc.$96.1M
Employees5
Clients0
DateFeb 2025
Total AUM$337.9M
Discretionary$241.8M
Non-Disc.$96.1M
Employees5
Clients0
DateAug 2024
Total AUM$288.8M
Discretionary$201.5M
Non-Disc.$87.4M
Employees5
Clients0
DateMar 2024
Total AUM$288.8M
Discretionary$201.5M
Non-Disc.$87.4M
Employees5
Clients0
DateMar 2023
Total AUM$260M
Discretionary$160M
Non-Disc.$100M
Employees6
Clients0
DateSep 2022
Total AUM$290M
Discretionary$230M
Non-Disc.$60M
Employees6
Clients0
DateJun 2022
Total AUM$290M
Discretionary$230M
Non-Disc.$60M
Employees6
Clients0
DateMay 2022
Total AUM$290M
Discretionary$230M
Non-Disc.$60M
Employees6
Clients0
DateMay 2022
Total AUM$290M
Discretionary$230M
Non-Disc.$60M
Employees6
Clients0
DateMar 2022
Total AUM$290M
Discretionary$230M
Non-Disc.$60M
Employees6
Clients0
DateJan 2022
Total AUM$290M
Discretionary$230M
Non-Disc.$60M
Employees6
Clients0
DateNov 2021
Total AUM$289.8M
Discretionary$191.6M
Non-Disc.$98.1M
Employees5
Clients0
DateNov 2021
Total AUM$289.8M
Discretionary$191.6M
Non-Disc.$98.1M
Employees5
Clients0
DateAug 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJun 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJun 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJun 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0