The Pitti Group Wealth Management provides financial planning, portfolio management for individuals and small businesses, and pension consulting. Financial planning was provided to 11–25 clients last fiscal year.
The Pitti Group Wealth Management reports 601 clients. They include 493 individual clients, 75 high-net-worth individuals, and 33 pension and profit-sharing plans. Of its assets, 70.3% ($263M across 1,129 accounts) are managed with discretion; $111M across 191 accounts are not. A wrap fee program the firm both sponsors and manages holds $374M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 82% | 35% |
| High-net-worth individuals | 12% | 44% |
| Pension and profit-sharing plans | 5% | 21% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 493 | $130M | 34.7% | $263K |
| High-net-worth individuals | 75 | $165M | 44.0% | $2.19M |
| Pension and profit-sharing plans | 33 | $80M | 21.4% | $2.42M |
| Total | 601 | $374M | 100% | $623K |
- Clients
- 493
- Regulatory AUM
- $130M
- AUM share
- 34.7%
- Avg. per client
- $263K
- Clients
- 75
- Regulatory AUM
- $165M
- AUM share
- 44.0%
- Avg. per client
- $2.19M
- Clients
- 33
- Regulatory AUM
- $80M
- AUM share
- 21.4%
- Avg. per client
- $2.42M
Total
- Clients
- 601
- Regulatory AUM
- $374M
- AUM share
- 100%
- Avg. per client
- $623K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
The Pitti Group Wealth Management charges 0.50%–1.50% a year for its Investment Management Services. The fee is billed in advance and is negotiable. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Estate Planning Services
- Hourly up to $250, or a flat fee of $500 to $3,500; negotiable.
- Financial Planning Services
- Hourly up to $250, or a fixed engagement fee based on the expected hours at that rate; negotiable.
- Retirement Plan Advisory Services
- Annual asset-based fee of 0.25% to 1.00%, based on plan size and complexity; typically billed quarterly in advance.
Salvatore Pitti owns 75% or more of The Pitti Group Wealth Management. The leadership team of The Pitti Group Wealth Management includes President Matthew Pitti. It has 6 employees, 4 of them in advisory roles.
Leadership
- Matthew PittiSenior Vice President / Investment Advisor Representative / Chief Compliance Officer
- Salvatore PittiManaging Member
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
- Sean Hantes
- Anthony Salvatore Pitti
- Matthew Salvatore Pitti
- Salvatore Joseph Pitti
Staff
- 6 employees
- 4 in advisory functions
- 4 state-registered reps
- 3 insurance agents
- Owns 75% or more of The Pitti Group Wealth Management, LLC
Salvatore Pitti
Control person · since May 2021
- Owns 25% to 50% of The Pitti Group Wealth Management, LLC
Matthew Pitti
Control person · since May 2021
The Pitti Group Wealth Management’s regulatory assets grew Infinity× from $0 (June 2021) to $374M (June 2026); employees rose from 5 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| June 2026 | $374M | 601 | 6 | 2 |
| May 2025 | $338M | 583 | 5 | 2 |
| March 2024 | $289M | 528 | 5 | 2 |
| March 2023 | $260M | 440 | 6 | 2 |
| June 2022 | $290M | 455 | 6 | 2 |
| June 2021 | $0 | 0 | 5 | 1 |
Besides its headquarters, The Pitti Group Wealth Management has 1 office (1 private residence, listed without an address), with 1 listed address in New York.
New York · 1 listed address
- 590 Fishers Station Drive, Suite 110, VictorHQ
Contact and registration details
- Legal name
- The Pitti Group Wealth Management, LLC
- Headquarters
- 590 Fishers Station Drive, Suite 110, Victor, NY 14564
- Website
- thepittigroup.com
- Phone
- 585-337-4000
- @the-pitti-group
- SEC file
- 801-121652
- Structure
- New York LLC
- Fiscal year end
- December
The Pitti Group Wealth Management uses Wells Fargo Clearing Services ($294M, 87%) and Voya ($44.3M, 13%) as custodians for its separately managed accounts. The Pitti Group Wealth Management does not have custody of client assets.
- Wells Fargo Clearing ServicesWells Fargo Clearing Services, LLC · St. Louis, MO · $294M87%
- VoyaVoya Financial Partners, LLC · Windsor, CT · $44.3M13%
At year end, The Pitti Group Wealth Management’s separately managed accounts were mostly in funds (52%) and stocks (42%). Its reported 13F holdings for the quarter ended 30 June 2026 total $137M across 84 positions; the largest are iShares TR (13.4%), Innovator ETFS Trust (9.3%) and First TR Exchng Traded FD VI (9.0%).
What the accounts hold
- Stocks42%
- Funds52%
- Bonds3%
- U.S. government and agency bonds1%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash2%
- Other1%
- Derivatives1%
Reported 13F holdings
- $137M
- Reported 13F value
- 84
- Positions
- 55.3%
- In the 10 largest
- +11.4%
- Value vs. prior quarter
- iShares TR · MSCI Eafe ETF13.4%
- Innovator ETFS Trust · U S EQ 10 Buffer9.3%
- First TR Exchng Traded FD VI · FT Vest US Equit9.0%
- Vanguard Index Fds · Total Stk Mkt7.0%
- Johnson & Johnson3.9%
- First TR Exchng Traded FD VI · FT Vest Nasd ETF3.2%
- iShares TR · Core S&P Mcp ETF2.7%
- Alphabet Inc. · Cap Stk CL A2.4%
- Meta Platforms Inc. · CL A2.2%
- SPDR Series Trust · ST Str P500etf2.2%
Together, the ten largest are 55.3% of reported value.
How many clients does The Pitti Group Wealth Management have?
The Pitti Group Wealth Management has 601 clients and manages $374 million for them, as of June 2026. They include 493 individual clients, 75 high-net-worth individuals, and 33 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 15 June 2026
What services does The Pitti Group Wealth Management offer?
The Pitti Group Wealth Management provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does The Pitti Group Wealth Management charge?
The Pitti Group Wealth Management charges 0.50%–1.50% a year for its Investment Management Services. The fee is billed in advance and is negotiable.
Source: PITTI GROUP DISCLOSURE BROCHURE, WRAP FEE PROGRAM AND BROCHURE SUPPLEMENTS, filed 15 June 2026
Which custodians does The Pitti Group Wealth Management use?
The Pitti Group Wealth Management’s separately managed account assets are held at Wells Fargo Clearing Services, LLC (St. Louis, MO), with $294M and Voya Financial Partners, LLC (Windsor, CT), with $44.3M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 15 June 2026
How many financial advisors does The Pitti Group Wealth Management have?
The Pitti Group Wealth Management has 4 investment adviser representatives registered with state securities authorities, out of 6 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does The Pitti Group Wealth Management invest in?
At the end of its last fiscal year, The Pitti Group Wealth Management’s separately managed accounts held 52% registered funds (mutual funds, ETFs, BDCs), 42% exchange-traded equities, 2% cash and equivalents, 1% U.S. government and agency bonds, 1% state and local bonds, 1% investment grade corporate bonds and 1% derivatives.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns The Pitti Group Wealth Management?
The Pitti Group Wealth Management’s direct owners are Matthew Pitti (25% to 50%) and Salvatore Pitti (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 15 June 2026
How does The Pitti Group Wealth Management get paid?
The Pitti Group Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact The Pitti Group Wealth Management?
The Pitti Group Wealth Management’s main office is at 590 Fishers Station Drive, Suite 110, Victor, NY 14564. Its phone number is 585-337-4000. Its website is thepittigroup.com.