Clariti Wealth Advisors
Firm details
- Headquarters
- Wilmington, Delaware
- CRD number
- 104804
- Registered since
- January 31, 1983
- Website
- claritiwealth.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI89.53%
- Individuals4.92%
- Other4.7%
- Charitable Organizations0.72%
- Corporations / Businesses0.12%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Clariti Wealth Advisors is an independent registered investment adviser formed as a limited liability company in 1983. The firm serves primarily individual and family clients and provides financial planning and portfolio management services tailored to individuals and small businesses. Its fee arrangements include percentage-of-AUM billing supplemented by hourly and fixed-fee engagements. Clariti reports being an active ESG investor and does not function as a capital allocator.
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
- Public Funds/Mutual Funds80%
- Cash & Cash Equivalents10%
- Exchange Traded Equities8%
- Other2%
Contacts
3 of 6
Ryan Cross
PrincipalCRD 4753567
Gerald Snyder
Senior Wealth AdvisorCRD 2254079
John Melasecca
Principal, Senior Wealth AdvisorCRD 2903453
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 33Active vs passive
$365M in ETFs
84%
$306M
15%
$58.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PIMCO RAFI DYNAMIC MULTI-FACTOR INTERNATIONAL EQUITY ETF (MFDX) | PIMCO | Passive | Foreign Large Blend | $132M | 3,159,766 | 36.08% |
Location
Wilmington, DE
New Castle
Location
Wilmington, DE
Headquartered in Wilmington, DE, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the South.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- South
- County
- New Castle
- Address
- 2710 Centerville Rd
- Time zone
- ET (UTC-5)
- Office locations
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