T
$5.8M Total AUM
$4.2M Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
2 yrs Firm Age
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- Custodian
- Fidelity/NFS · Interactive Brokers · Principal · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-01-2024
- Office Locations
- 1
Office Locations
-- Chicago IL
About Tilatti Wealth Management LLC
Tilatti Wealth Management is a Chicago-based, founder-led advisory providing comprehensive personal and business financial planning. The firm helps clients set goals and build investment strategies through asset allocation and 401(k) guidance, alongside estate planning and life/disability insurance planning. Independent, unbiased advice model; custody includes Interactive Brokers.
Team overview
-- AVG AGE
$5.8M AVG AUM / ADVISOR
$362.6K AVG AUM / CLIENT
2.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
M
Michael Joseph Peter Tilatti
Chief Compliance Officer, Managing Member
- CRD
- #6989317
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,222,390 | -- |
| Non-Discretionary | $1,578,560 | -- |
| Total | $5,800,950 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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