SCULATI WEALTH MANAGEMENT, LLC

Overview

Sculati Wealth Management, LLC is an independent registered investment adviser that serves individual and family clients with a fee model based on a percentage of assets under management. The firm focuses on financial planning and portfolio management for individuals and small businesses, running discretionary portfolios across public equities and ETFs while supplementing client allocations with third‑party alternative funds. The firm does not position itself as a capital allocator or ESG specialist and operates under single‑state adviser status. Investment activity shows a clear preference for equities delivered through exchange‑traded vehicles and individual stocks, with a meaningful allocation to external alternative managers for privately placed and real‑asset exposures. Portfolios are managed with a tilt toward large, liquid equity positions but supplemented by private placements, real estate and commodity/oil & gas strategies to add diversification, yield and potential illiquidity premia.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices