RIA Intel›Advisers›Maryland›TRASATTI WEALTH PLANNING, LLC

TRASATTI WEALTH PLANNING, LLC

Advisory

BALTIMORE, MD

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in MD

#411

of 468 advisers by AUM

Average account

$466K

across 155 accounts

AUM per adviser

$72M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$72M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$72M

Discretionary AUM$67M

Non-Discretionary AUM$5M

Discretionary %92.8%

Total Clients59

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMD, VA

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

59 clients

23 high-net-worth

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

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