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).
Total Assets Under Management23MILLION
Total Number of Accounts115ACCOUNTS
Average Account Value$197,977
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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.