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CLARITI WEALTH ADVISORS
SCHIAVI & COMPANY LLC
CRD 104804 · SEC 801-18338
2710 CENTERVILLE ROAD, SUITE 201, WILMINGTON, DE, 19808-1644, United States
Phone
302-994-4444
Fax
302-994-4443
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$797.6M
Discretionary AUM
$605.8M
Team
10 total employees; 6 advisory reps; 10 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 55 | $39.3M |
| High net worth individuals | 195 | $714.1M |
States served
CA, DE, MD, NJ, NY, PA, SC, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD