The Pitti Group Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Victor, NY. Its latest Form ADV filing, dated March 26, 2026, reports $374M in regulatory assets under management, 6 employees, 1 office, and 1,320 accounts.
Assets Under Management
$374M
Employees
6
Offices
1 office
Total Clients
601
Primary office
VICTOR, NY
590 FISHERS STATION DRIVE, SUITE 110, VICTOR, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 82.0% of total clients.
Top client categories% of clientsClients
1
Individuals
82.0%
493
2
HNWI
12.5%
75
3
Pension Plans
5.5%
33
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$374Mas of March 26, 2026
Discretionary70.3%
$263M
70% of total RAUM70.3%
Non-discretionary29.7%
$111M
30% of total RAUM29.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$374M
Total Accounts1,320
10Y AUM Change+$374M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee100:1
10Y Employee Change+1 (+20.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.