RIA Intel›Advisers›Illinois›TOTAL CLARITY WEALTH MANAGEMENT, INC

TOTAL CLARITY WEALTH MANAGEMENT, INC

Advisory

N·ST. CHARLES, IL

Data as of Jul 20, 2026 · Source: SEC Form ADV

Total AUM
$755M
1-Year AUM Growth
+32.7%
3-Year CAGR
+22.1%
Employees
20
Assets Under Management
Total AUM$755M
Discretionary AUM$753M
Non-Discretionary AUM$3M
Discretionary %99.7%
Total Clients996
Team
Total Employees20
Investment Advisers26
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record62
First FilingMar 26, 2007
Latest FilingJul 20, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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