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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Total Clarity Wealth Management Inc
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|---|---|
| CRD # | 142728 |
| SEC # | 801-67755 |
| CIK # | 0001804909 |
| AUM | $607.9 M (2025-03-26) |
| Employees | 20 (100% Investors, 70% Brokers) |
| Phone | 630-762-9352 |
| Address | 525 Tyler Rd St Charles, IL 60174 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 6.0 | ||
| Apple Inc | 5.5 | ||
| Microsoft Corp | 5.4 | ||
| Alphabet Inc | 4.4 | ||
| Amazon Com Inc | 3.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 790 | 228.0 |
| (b) Individuals (high net worth individuals) | 201 | 379.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 2,412 | 607.9 |
| By Discretionary | ||
| Discretionary | 2,398 | 605.5 |
| Non-Discretionary | 14 | 2.4 |
| Total | 2,412 | 607.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 607.9 | |
| Total | 2,412 | 607.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001804909] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Koesten Hirschmann & Crabtree Inc
✚
|
KS | 0.7 |
|
Ironwood Wealth Management LLC
✚
|
AZ | 0.7 |
|
Wilsey Asset Management Incorporated
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|
CA | 0.7 |
|
Proventus AG Vermgensverwaltung
✚
|
0.6 | |
|
West Financial Advisors LLC
✚
|
IA | 0.6 |
|
High Falls Advisors Inc
✚
|
NY | 0.6 |
|
von Borstel & Associates Inc
✚
|
OR | 0.6 |
|
Matthew Goff Investment Advisor LLC
✚
|
TX | 0.6 |
|
Brogan Financial Inc
✚
|
TN | 0.5 |
|
Brent Forrest & Associates LLC
✚
|
TX | 0.5 |