Total Clarity Wealth Management, Inc
Firm details
- Headquarters
- Saint Charles, Illinois
- CRD number
- 142728
- Registered since
- April 11, 2007
- Website
- www.totalclaritywealth.com
- Custodians
- CHARLES SCHWAB & CO., INC., LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI69.18%
- Individuals30.71%
- Corporations / Businesses0.09%
- Charitable Organizations0.02%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Total Clarity Wealth Management, Inc. is an independent, individually owned registered investment adviser that has been SEC-registered since 2007. The firm serves both individual and family clients as well as institutional accounts, and offers a mix of fee structures including percentage-of-AUM fees, hourly charges, flat fees, and other arrangements. Core advisory services emphasize financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. The firm is not positioned as a capital allocator; instead it appears to act primarily as a discretionary portfolio manager and financial planning practice. ESG investing is not a stated focus.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds69%
- Exchange Traded Equities19%
- Cash & Cash Equivalents10%
- US Government Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 244Active vs passive
$499M in ETFs
62%
$308M
28%
$191M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $25.1M | 279,250 | 5.02% |
Location
Saint Charles, IL
Kane
Location
Saint Charles, IL
Headquartered in Saint Charles, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Kane
- Address
- 525 Tyler Rd
- Time zone
- CT (UTC-6)
- Office locations
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