Clariti Wealth Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Wilmington, DE. Its latest Form ADV filing, dated March 16, 2026, reports $798M in regulatory assets under management, 10 employees, 1 office, and 1,330 accounts.
Assets Under Management
$798M
Employees
10
Offices
1 office
Total Clients
263
Primary office
WILMINGTON, DE
2710 CENTERVILLE ROAD, SUITE 201, WILMINGTON, DE, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 74.1% of total clients.
Top client categories% of clientsClients
1
HNWI
74.1%
195
2
Individuals
20.9%
55
3
Irrevocable Trusts/Estates
4.9%
13
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$798Mas of March 16, 2026
Discretionary76.0%
$606M
76% of total RAUM76.0%
Non-discretionary24.0%
$192M
24% of total RAUM24.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$798M
Total Accounts1,330
10Y AUM Change+$447M (+127.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee26:1
10Y Employee Change+2 (+25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.