Tilatti Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$4,222,390
Clients
14
Advisors
1
of 1 employees
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
Expertise
Fee options
Financial planning and consulting services: $3,000 - $4,000 annually; Estate planning services: $500
Main office
Chicago IL
Advisors at this office
1
Most active in
Illinois · Texas
Also doing business as
Michael Joseph Peter Tilatti · Tilatti Wealth Management · Tilatti Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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