# Trasatti Wealth Planning, LLC

> Trasatti Wealth Planning, LLC is a state-registered investment advisory firm in Baltimore, MD, registered since 2006, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 139668
- Filed as: TRASATTI WEALTH PLANNING, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Baltimore, MD
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/139668
- AdvisorCensus page: https://advisorcensus.com/firm/trasatti-wealth-planning-llc-baltimore-md-139668

## Quick answers

**How is Trasatti Wealth Planning, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Trasatti Wealth Planning, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Trasatti Wealth Planning, LLC located?**
Trasatti Wealth Planning, LLC's principal office is in Baltimore, MD, according to its Form ADV.

**Is Trasatti Wealth Planning, LLC registered with the SEC or a state?**
Trasatti Wealth Planning, LLC is a state-registered investment advisory firm, registered since 2006. Status as filed: APPROVED. CRD 139668.

**How much does Trasatti Wealth Planning, LLC manage?**
Trasatti Wealth Planning, LLC reports $72,307,073 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (93% discretionary).

**What types of clients does Trasatti Wealth Planning, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (36); high net worth individuals (23).

**Does Trasatti Wealth Planning, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/139668

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $72,307,073
- Discretionary: $67,125,793
- Non-discretionary: $5,181,280

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 36 | $11,047,695 |
| High net worth individuals | 23 | $50,455,118 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $5,181,279 |
| Charitable organizations | Fewer than 5 | $5,622,981 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2006 (20 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- trasattiwp.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Trasatti Wealth Planning, LLC (CRD 139668): Form ADV filing data as of October 2026.