$9.2M Total AUM
$9.2M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-02-2017
- Office Locations
- 1
Office Locations
-- Nashua NH
About IT Matters Financial, LLC
IT Matters Financial, LLC is a Nashua, NH fiduciary practice focused on objective financial planning and wealth management for retail clients. The firm builds goals-based plans covering cash management, education, insurance, tax, retirement, and estate needs, then helps implement and manage portfolios. Founder Carole Ann Gelotti brings a 30+ year software engineering background. Custody includes Charles Schwab.
Team overview
-- AVG AGE
$9.2M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
9.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Alpha ridge
Client Personas
Summit foundation
Investment Themes
Unison
Investment Vehicles
Ember peak
Services
Oak bridge Radial delta Atlas pioneer Peak Prime frontier Legacy
Owner & Executives
C
Carole Ann Gelotti
Chief Compliance Officer, PRINCIPAL
- CRD
- #6673080
- Ownership
- 75% or more
(786) 716-8042
radial.prime@embercapital.com
in linkedin.com/in/insight-oak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,233,920 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,233,920 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,233,920
Public Funds:
31.9% Cash:
68.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $468,911,435 | 31.9% |
| Cash | $1,001,030,366 | 68.1% |
| Total | $1,469,941,801 | 100.0% |