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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Sculati Wealth Management LLC
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| CRD # | 158783 |
| SEC # | 801-112320 |
| CIK # | 0001803397 |
| AUM | $347.2 M (2025-04-01) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 248-325-9947 |
| Address | 7457 Franklin Road, Suite 222 Bloomfield Hills, MI 48301 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 11.3 | ||
| Microsoft Corp | 9.3 | ||
| Amazon Com Inc | 8.0 | ||
| Facebook Inc | 6.0 | ||
| Oracle Corp | 5.6 | ||
| J P Morgan Chase & Co | 5.4 | ||
| Goldman Sachs Group Inc | 5.4 | ||
| Morgan Stanley | 4.4 | ||
| Alphabet Inc | 4.2 | ||
| Blackstone Group LP | 3.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 270 | 65.2 |
| (b) Individuals (high net worth individuals) | 97 | 281.0 |
| (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 | 2 | 1.1 |
| (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 | 962 | 347.2 |
| By Discretionary | ||
| Discretionary | 962 | 347.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 962 | 347.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 347.0 | |
| Total | 962 | 347.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001803397] |
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