Trasatti Wealth Planning, LLC

Trasatti Wealth Planning, LLC (CRD# 139668) is a financial advisory firm headquartered in , . They manage $89,716,471 in 65 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
http://www.trasattiwp.com
By the Numbers
  • Total Assets Under Management
    90
    MILLION
  • Total Number of Accounts
    65
    ACCOUNTS
  • Average Account Value
    $1,380,253
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
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 Trasatti, financial advisor Baltimore MD
Gabriel A. Trasatti
CRD#: 4253903
Baltimore, MD

Gabriel Trasatti (CRD# 4253903) is an Investment Advisor Representative working at Trasatti Wealth Planning, LLC in Baltimore, MD and has over 19 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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