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
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.
Latest 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%)
* 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.