Overview
Assets Under Management: $608 million
Headquarters: ST. CHARLES, IL
High-Net-Worth Clients: 201
Average Client Assets: $2 million
Frequently Asked Questions
TOTAL CLARITY WEALTH MANAGEMENT, INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #142728), TOTAL CLARITY WEALTH MANAGEMENT, INC is subject to fiduciary duty under federal law.
TOTAL CLARITY WEALTH MANAGEMENT, INC is headquartered in ST. CHARLES, IL.
TOTAL CLARITY WEALTH MANAGEMENT, INC serves 201 high-net-worth clients according to their SEC filing dated March 26, 2025. View client details ↓
According to their SEC Form ADV, TOTAL CLARITY WEALTH MANAGEMENT, INC offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
TOTAL CLARITY WEALTH MANAGEMENT, INC manages $608 million in client assets according to their SEC filing dated March 26, 2025.
According to their SEC Form ADV, TOTAL CLARITY WEALTH MANAGEMENT, INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 201
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.40
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,412
Discretionary Accounts: 2,398
Non-Discretionary Accounts: 14
Regulatory Filings
CRD Number: 142728
Filing ID: 1968992
Last Filing Date: 2025-03-26 15:00:00
Website: https://totalclaritywealth.com