Sculati Wealth Management LLC

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Sculati Wealth Management LLC
CRD #158783
SEC #801-112320
CIK #0001803397
AUM 381.5 M (2026-02-20)
Employees 4 (75% Investors, 0% Brokers)
Fees
Minimum
Phone248-325-9947
Address7457 Franklin Road, Suite 222
Bloomfield Hills, MI 48301
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
4003202401608002010201520212027
Account Minimums and Types of Clients — Form ADV Part 2A (2/16/2026) [Brochure]
Item 7. Types of Clients

           Description
           SWM generally provides investment advice to individuals, high net worth individuals, trusts, estates,
           or charitable organizations, corporations, or business entities.

           Client relationships vary in scope and length of service.

           SWM has a minimum account size of $500,000 and this is negotiable.

           SWM does have a minimum annual fee of $5,000 and is negotiable. When this minimum annual fee
           results in a fee charge that is greater than 3%, this fee charge is reduced so that this fee charge will
           not exceed 3%.

           When an account falls below $500,000 in value, the minimum annual fee of $5,000 is charged unless
           this annual fee results in a fee charge that exceeds 3%. If the fee charge exceeds 3%, the annual fee
           is reduced so that this fee charge will not exceed 3%.

                                                    Sculati Wealth Management                           Page 5

Form ADV Part 2A                                                                                       2026

           SWM has the discretion to alter the account minimum.
Sector Form 13F Holdings Value ($M)
Apple Inc 12.5
Amazon Com Inc 7.5
Microsoft Corp 6.8
Alphabet Inc 6.3
Goldman Sachs Group Inc 6.0
J P Morgan Chase & Co 5.1
Morgan Stanley 5.1
Facebook Inc 4.5
Johnson & Johnson 3.8
Oracle Corp 3.8
View All
Holdings by Sector ($M)
3002401801206002019202120242027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 245 59.2
(b) Individuals (high net worth individuals) 104 310.9
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 11.4
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 1,055 381.5
By Discretionary
Discretionary 1,055 381.5
Non-Discretionary 0 0.0
Total 1,055 381.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 381.5
Total 1,055 381.5
EDGAR Form CIK 2011 - 2026
13F-HR [0001803397]
Firm Profile (Form ADV)
Discretionary AUM$0.0B
ServesRetail
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