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THE PITTI GROUP WEALTH MANAGEMENT, LLC

C41
CRD 314685·SEC 801-121652·VICTOR, NY
AUM
$374.3M
$100M-$500M
Est. Revenue
$3.7M
@ 1% on AUM
Est. EBITDA
$1.1M
@ 30% margin
Est. Deal Value
$9.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
THE PITTI GROUP WEALTH MANAGEMENT, LLC
CRD
314685
SEC file #
801-121652
EIN
—
DBA names
—

Economics

AUM
$374.3M
AUM band
$100M-$500M
AUM trajectory
'22'26
$290.0M → $374.3M▲ +29%
Client mix
Individuals Other493
Individuals High Net Worth75
Pension Profit Sharing Plans33

Operations

Employees (total)
6
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'22'26
4 advisors → 4 advisors▬ 0%
Primary office
VICTOR NY
Branches
—

Custodian & Brokerage

Primary custodian
Wells Fargolow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
facebook.com/thepittigroup(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PITTI, SALVATORE, JOSEPH
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
PITTI, SALVATORE, JOSEPH
PITTI, MATTHEW, SALVATORE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:facebook.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
12,627
Form 5500 Compensation Trajectory 3y
202512,627
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
12,627
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Wells Fargo4
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
2541280
Trust Company Affiliate
No

People (4)

4
PITTI, SALVATORE, JOSEPH
IAR · Direct Owner · 87.5%
2541280
PITTI, MATTHEW, SALVATORE
IAR · Direct Owner · 37.5%
5189670
ANTHONY Salvatore PITTI
IAR
6937470
Sean Hantes
IAR
6751100