Trasatti Wealth Planning, LLC

Trasatti Wealth Planning, LLC (CRD# 139668) is a financial advisory firm headquartered in , . They manage $22,767,377 in 115 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    115
    ACCOUNTS
  • Average Account Value
    $197,977
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MD, VA

Financial Advisors at Trasatti Wealth Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Gabriel A. Trasatti
CRD#: 4253903
Baltimore, MD
93
Wealthminder
score

Gabriel Trasatti (CRD# 4253903) is an Investment Advisor Representative working at Trasatti Wealth Planning, LLC in Baltimore, MD and has over 12 years of experience in the finance industry.

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