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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does The Pitti Group Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does The Pitti Group Wealth Management charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does The Pitti Group Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does The Pitti Group Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does The Pitti Group Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns The Pitti Group Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does The Pitti Group Wealth Management get paid?","answer":"The Pitti Group Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. 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