Trasatti Wealth Planning, Llc
- Regulatory AUM
- $72.3M
- Discretionary
- $67.1M
- Clients
- 59
- Avg AUM / client
- $1.2M
- Accounts
- 155
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 36 | $11.0M | 15.3% |
| High net worth individuals | 23 | $50.5M | 69.8% |
| Pension and profit sharing plans | Fewer than 5 clients | $5.2M | 7.17% |
| Charitable organizations | Fewer than 5 clients | $5.6M | 7.78% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Dealerbuilt 401(k) Plan Lightyear Dealer Technologies, Llc | 2024 |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gabriel Anthony Trasatti | Registered representative | Personal Financial Specialist | Oct 2014 (12y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Dealerbuilt 401(k) Plan | Lightyear Dealer Technologies, Llc | 121 | $4.4M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 985 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗