TOTAL CLARITY WEALTH MANAGEMENT, INC
Firm details
- Headquarters
- , 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 emphasizes financial planning and portfolio management for individuals, families and small businesses, alongside client education through seminars and workshops. The firm operates a fee mix that includes percentage-of-AUM billing as well as hourly and fixed-fee engagements, allowing flexibility for both ongoing portfolio relationships and project-based planning work. Investment activity shows a clear preference for publicly traded pooled vehicles—mutual funds and ETFs—as the primary building blocks of client portfolios, supplemented by targeted use of individual equities and selected alternative real estate exposures. The firm does not identify as an active ESG investor and maintains both individual/family and institutional client relationships.
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 1DAVID HUBBARD
CEO & Wealth AdvisorCRD 1122248
Contacts
3 of 22MICHAEL 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 228Active vs passive
$442M in ETFs
64%
$282M
27%
$160M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $18.4M | 240,635 | 4.17% |
Location
, IL
KANE
Location
, IL
Headquartered in , 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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