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| Sculati Wealth Management LLC
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| CRD # | 158783 |
| SEC # | 801-112320 |
| CIK # | 0001803397 |
| AUM | 381.5 M (2026-02-20) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 248-325-9947 |
| Address | 7457 Franklin Road, Suite 222 Bloomfield Hills, MI 48301 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| 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 ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($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 |
| Serves | Retail |
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