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 registered investment adviser that began SEC registration in 2018. The firm focuses on serving individual and family clients, offering fee-based portfolio management and comprehensive financial planning; it also provides portfolio services tailored to small-business owners. Compensation is tied to assets under management rather than hourly or fixed fees. The firm does not present itself as an ESG-focused investor.
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
Alan Gildenberg
Senior Wealth ManagerCRD 2146822
Nathan Hawrot
Financial PlannerCRD 6032364
David Sculati
PresidentCRD 2803421
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 47Active vs passive
$130M in ETFs
66%
$86.6M
33%
$43.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL TOP 200 GROWTH ETF (IWY) | BlackRock | Passive | Large Growth | $17M | 60,965 | 13.06% |
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
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