Total Clarity Wealth Management, Inc
Firm details
- Headquarters
- St 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 registered investment adviser that has been SEC-registered since 2007 and is owned by an individual. The firm serves both individual and family clients as well as institutional clients, delivering financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Its fee arrangements include a percentage-of-AUM component as well as hourly and fixed fees, and other fee types. The firm does not identify as an active ESG investor and is not listed as a pension consultant or related adviser. Industry relationships include connections with accountants, law firms, and real estate brokers.
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
1 of 1
David Hubbard
CEO & Wealth AdvisorCRD 1122248
Contacts
3 of 22
Michael Walschot
Vice PresidentCRD 5962132
John Long
Investment Advisor RepresentativeCRD 2319091
David Chadwick
Wealth AdvisorCRD 3112314
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 243Active vs passive
$515M in ETFs
61%
$312M
28%
$203M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $27.9M | 317,264 | 5.42% |
Location
St Charles, IL
Kane
Location
St Charles, IL
Headquartered in St 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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