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TOTAL CLARITY WEALTH MANAGEMENT, INC
CRD 142728 · SEC 801-67755
525 TYLER RD, SUITE T, ST. CHARLES, IL, 60174, United States
Phone
630-762-9352
Fax
630-587-9170
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$755.4M
Discretionary AUM
$752.9M
Team
26 total employees; 20 advisory reps; 7 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; PER PROJECT FEES
Org form
Corporation
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminarsADVISORY SERVICE FOR SMALL BUSINESS 401K PLANS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 778 | $232.0M |
| High net worth individuals | 254 | $522.6M |
| Charitable organizations | 1 | $116K |
| Corporations/business entities | 5 | $712K |
States served
AL, AZ, CA, CO, GA, IL, IN, LA, MD, MA, MI, MN, NV, NY, NC, OH, PA, TN, WI, MO, TX, NH, FL
All web addresses on file
- https://www.linkedin.com/company/total-clarity-wealth-management-inc.
- https://www.totalclaritybusiness.com/
- https://www.facebook.com/TotalClarityWealthManagement
- http://preactiveinvestments.com/
- https://beyondwealthmgmt.com/
- HTTP://WWW.AMCAPMGMT.COM
- HTTP://WWW.TOTALCLARITYWEALTH.COM
- HTTP://WWW.CRITERIONWA.COM
Official SEC filing: View on IAPD