RIA Intel›Advisers›Massachusetts›LATTANZI FINANCIAL SERVICES LLC

LATTANZI FINANCIAL SERVICES LLC

Advisory

REVERE, MA

Data as of Mar 25, 2026 · Source: SEC Form ADV

Rank in MA

#1,461

of 1,590 advisers by AUM

Average account

$177K

across 47 accounts

AUM per adviser

$8M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM

$8M

Discretionary %

97.2%

Clients

28

Employees

2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$8M

Discretionary AUM$8M

Non-Discretionary AUM$236K

Discretionary %97.2%

Total Clients28

Team

Total Employees2

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

28 clients

5 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MA

Closest by assets under management. All figures from Form ADV.

INTERGENERATION CAPITAL MANAGEMENT, LLC

BOSTON, MA

$8M

MISSION PARK CAPITAL, LLC

$8M

CLARITY WEALTH MANAGEMENT LLC

MONTAGUE, MA

$9M

SPRING CREEK INVESTMENT ADVISORS, INC.

NEWTONVILLE, MA

$8M

-32.1% 1Y

CHARLES JOSEPH CONSENTINO, III

MIDDLETON, MA

$8M

DESJARDINS, PAMELA MARIE

$9M

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