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Firm profile

Total Clarity Wealth Management, Inc.

ST. CHARLES, ILCRD 142728Latest ADV March 16, 2026

Total Clarity Wealth Management, Inc is an SEC registered investment adviser organized as a corporation with a primary office location in St. Charles, IL.

Assets Under Management
$755M
Employees
26
Offices
11 offices
Total Clients
1,038
Primary office
ST. CHARLES, IL
525 TYLER RD, SUITE T, ST. CHARLES, IL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOJeanne M. Tackett

Advisory services offered

4 types reported
Educational seminars/workshops
Financial Planning Services
Other advisory services

Fee models offered

4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 75.0% of total clients.
Top client categories% of clientsClients
1
Individuals
75.0%
778
2
HNWI
24.5%
254
3
Corporations
0.5%
5
4
Charitable
0.1%
1
Categories with <5 clients
Charitable Organizations<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$755Mas of March 16, 2026
Discretionary99.7%
$753M
100% of total RAUM99.7%
Non-discretionary0.3%
$3M
0% of total RAUM0.3%
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.

Total AUM$755M
Total Accounts2,569
10Y AUM Change+$557M (+280.0%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees26
Clients per Employee40:1
10Y Employee Change+9 (+52.9%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.