A complete list of active advisors currently associated with Frassati Wealth

Warmer can help you find a great advisor at Frassati Wealth or one who fits your needs even better.

Frassati Wealth LLC is a fee‑only registered investment adviser that provides portfolio management and comprehensive financial planning to individuals and high‑net‑worth clients. Services include tailored investment plans, ongoing discretionary management, and access to outside managers and model portfolios through an institutional platform. The firm emphasizes asset‑allocation driven portfolios that combine passive and active strategies under modern portfolio theory and offers value‑based investing options, including Catholic‑aligned screening models from Arimathea consistent with USCCB guidelines. It generally manages accounts on a discretionary basis, may subscribe client accounts to the Altruist Model Marketplace, and will only recommend limited digital‑asset exposure (capped at 5%, and typically 1% or less) when clients independently express interest. Notable for a newly formed adviser, the firm reported no assets under management or clients at the time of its initial filing and the principal maintains substantial outside employment in Catholic media operations (approximately 70% of their time). Frassati Wealth’s requirement that clients use a single custodian platform (Altruist), its explicit integration of Catholic social‑teaching screens, and its conservative, client‑initiated approach to digital assets distinguish its operating model from many peers.

To learn more about the advisors currently working at Frassati Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.