Sculati Wealth Management LLC

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Assets, Funds, Holdings

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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)
Phone248-325-9947
Address7457 Franklin Road, Suite 222
Bloomfield Hills, MI 48301
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
4003202401608002010201520212027
CIK Period
0001803397
Sector Form 13F Holdings Value ($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
Chevron Corp 3.8
Schwab Charles Corp 3.7
Costco Wholesale Corp /NEW 3.2
Alphabet Inc 3.2
Lowes Companies Inc 3.2
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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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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tony@aum13f.com