Tilatti Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$4,222,390
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
14
21% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
14
LowAverage account size
$301,599
About
The firm provides discretionary asset management, written financial planning and consulting, and retirement-plan services to individual clients as well as corporate sponsor clients and plan participants. Its practice includes ongoing portfolio supervision, modular or full written financial plans, and retirement-plan consulting such as investment policy statement preparation, investment selection advice, due diligence reviews and participant education.
The firm’s investment approach is primarily passive, emphasizing index mutual funds and ETFs within a strategic asset-allocation framework and periodic rebalancing, while permitting tactics such as option writing or fundamental analysis in special client situations. Advisory services are delivered on a one‑on‑one basis, with the ability to tailor account restrictions and with regular outreach (including semiannual contacts for planning clients and at least annual account reviews) to reassess objectives and monitor portfolios.
Noteworthy for a solo independent adviser, the firm offers pension consulting and institutional-style retirement-plan fiduciary services—a capability that is statistically uncommon for firms of its size and type. Clients should also be aware that the firm requires a specific qualified custodian (Interactive Brokers) and does not permit clients to select their own broker‑dealer for accounts; the brochure discloses related conflicts (for example, around retirement-plan rollovers) and describes policies to manage those conflicts.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Passive / index investing
Options & derivatives strategies
Retirement plans for business owners (SEP, solo 401k)
Fee options
Financial planning and consulting services: $3,000 - $4,000 annually; Estate planning services: $500
Main office location
Tilatti Wealth Management LLC
Chicago IL, United States
Number of offices
1
Most active in
Tilatti Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Illinois · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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