Sculati Wealth Management, LLC
Firm details
- Headquarters
- Bloomfield Hills, Michigan
- CRD number
- 158783
- Registered since
- January 22, 2018
- Website
- sculatiwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI81.5%
- Individuals15.52%
- Charitable Organizations2.98%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Sculati Wealth Management, LLC is an independent, owner-operated RIA structured as an LLC that focuses on advisory work for individuals and families. The firm is registered with the SEC (registered in 2018) and charges clients on a percentage-of-AUM basis. Its core advisory services are financial planning and discretionary portfolio management for individuals and small businesses. The firm does not position itself as a capital allocator or pension consultant and does not report active ESG investing as part of its mandate.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities69%
- Investment Grade Corp Bonds20%
- Cash & Cash Equivalents6%
- Non-Investment Grade Corp Bonds5%
Contacts
3 of 4
Nathan Hawrot
Financial PlannerCRD 6032364
David Sculati
PresidentCRD 2803421
Alan Gildenberg
Senior Wealth ManagerCRD 2146822
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 46Active vs passive
$136M in ETFs
67%
$90.4M
33%
$45.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL TOP 200 GROWTH ETF (IWY) | BlackRock | Passive | Large Growth | $14.4M | 48,332 | 10.65% |
Location
Bloomfield Hills, MI
Oakland
Location
Bloomfield Hills, MI
Headquartered in Bloomfield Hills, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 7457 Franklin Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Integrated Capital Management
RIABloomfield Hills, MI
Gainplan LLC
RIABloomfield Hills, MI
Greystone Financial Group, LLC
RIABloomfield Hills, MI
GPM Growth Investors, Inc.
RIABloomfield Hills, MI
Nantucket Multi Managers, LLC
RIABloomfield Hills, MI
Alidade Capital, LLC
RIABloomfield Hills, MI