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Michael Joseph Peter Tilatti

TILATTI WEALTH MANAGEMENT
CHICAGO, IL
·CRD# 6989317·8 years experience

Professional Summary

Michael Joseph Peter Tilatti, who also goes by Michael Tilatti, is a registered financial advisor currently at TILATTI WEALTH MANAGEMENT LLC located in Chicago, Illinois. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Michael has worked at 3 firms and has passed the Series 66, Series 3, Series 7TO, SIE and Series 57 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Michael Tilatti

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

8 years in the financial services industry

Current & Past Employments

TILATTI WEALTH MANAGEMENT LLC·CRD# 327169
RIA
Chicago, IL
April 1, 2024 - Present
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC·CRD# 2881
RIA
Chicago, IL
November 29, 2022 - May 16, 2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC·CRD# 2881
BD
Chicago, IL
November 2, 2022 - May 16, 2023
XR SECURITIES LLC·CRD# 145357
BD
Chicago, IL
August 20, 2018 - September 2, 2022

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Current Firm

TW
TILATTI WEALTH MANAGEMENT LLC

MICHAEL JOSEPH PETER TILATTI | TILATTI WEALTH MANAGEMENT LLC | TILATTI WEALTH MANAGEMENT

CRD#: 327169
Illinois
Registered Investment Advisory firm - Illinois (4/1/2024 Approved)
Texas
Registered Investment Advisory firm - Texas (7/19/2024 Conditional Restricted)

Contact Information

Main Address

Chicago, IL

Phone Number

(312) 532-0576

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

50

AUM (Assets Under Management)

$5,800,950

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
01/14/2026Cover PageReport
11/25/2024Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. INSURANCE AGENT - 9/2022 - PRESENT. INVESTMENT RELATED. OFFER INSURANCE PRODUCTS AND SERVICES TO CLIENTS AND PROSPECTS. 2. 100% OWNER, 1469 E 69TH ST APT 3, 1469 E 69TH ST APT 3, CHICAGO, , ILLINOIS, 60637, UNITED STATES OF AMERICA, INVESTMENT PROPERTY, START DATE: 12/1/2014, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, OWN AND RENT OUT A CONDO UNIT. 3. GOETHE ELEMENTARY SCHOOL, NON-INVESTMENT RELATED, 2236 N. ROCKWELL ST. CHICAGO, IL 60647, ELEMENTARY SCHOOL, RECESS & LUNCH MONITOR, START DATE: 10/20/2025 - PRESENT, 40 HR/MONTH DEVOTED TO ACTIVITY, 10 HOUR/WEEK DEVOTED TO ACTIVITY DURING SECURITIES TRADING HOURS. DUTIES INCLUDE: MONITOR RECESS AND LUNCH FOR VARIOUS GRADES AT SCHOOL.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Illinois
(4/1/2024)
IAR
Texas
(7/25/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Nov 2022About the Series 66 exam

Series 3 — National Commodity Futures Examination

Passed Jun 2026About the Series 3 exam

Series 7TO — General Securities Representative Examination

Passed Nov 2022About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 57 — Securities Trader Exam

Passed Aug 2018About the Series 57 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Michael Joseph Peter Tilatti's CRS (Customer Relationship Summary).

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MT
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