TRASATTI WEALTH PLANNING, LLC

TRASATTI WEALTH PLANNING, LLC of BALTIMORE, MD is an SEC-registered investment adviser (CRD 139668). Regulatory assets under management: $72.3M.

Registration

• CRD: 139668
• Type: Registered investment adviser
• Location: 145 W OSTEND ST, BALTIMORE, MD, 21230
• Phone: (410) 244-6222
• Latest filing: 2026-03-30
• Regulatory AUM: $72.3M
• Discretionary AUM: $67.1M
• Non-discretionary AUM: $5.2M
• Clients: 1
• Accounts: 155

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 139668 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search