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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-27-2006
- Office Locations
- 1
Office Locations
About Trasatti Wealth Planning, LLC
Trasatti Wealth Planning is an independent, fee-only RIA in Baltimore, MD serving individuals, families, and small business owners with comprehensive financial planning and wealth management. Led by Gabriel Trasatti, CPA/PFS (former PwC mutual fund auditor and Legg Mason planner), the firm emphasizes ETF- and public-fund portfolios and integrates tax and estate planning under a fiduciary, no-commission approach.
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Owner & Executives
GABRIEL ANTHONY TRASATTI
Advisor, Chief Compliance Officer, Principal Member
- CRD
- #4253903
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $67,125,793 | -- |
| Non-Discretionary | $5,181,280 | -- |
| Total | $72,307,073 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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