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Building 2CLARITI WEALTH ADVISORS

Map pinWILMINGTON, DE
Phone302-994-4444
NotebookSEC #801-18338
Total AUM
$797.6M
Employees
10
Clients
265

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2710 CENTERVILLE ROAD
SUITE 201
WILMINGTON
DE 19808-1644
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
302-994-4444
Other Offices
1

ReceiptFinancials

Total AUM
$797.6M
Accounts
1,330
Discretionary
$605.8M
Accounts
1,141
Non-Discretionary
$191.7M
Accounts
189

ContactClients

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Individual Clients
55
AUM
$39.3M
HNW Individual Clients
195
AUM
$714.1M
Charitable Organization Clients
1
AUM
$5.7M
Corporation or Business Clients
1
AUM
$973.8K
Other Clients
13
AUM
$37.5M
Description of Other Clients
TRUSTS

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADEFLMDNHNJNYPASCTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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