Firm profile

SCULATI WEALTH MANAGEMENT, LLC

BLOOMFIELD HILLS, MICRD 158783Latest ADV February 20, 2026

Sculati Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bloomfield Hills, MI. Its latest Form ADV filing, dated February 20, 2026, reports $381M in regulatory assets under management, 4 employees, and 1,055 accounts.

Assets Under Management
$381M
Employees
4
Offices
--
Total Clients
349
Primary office
BLOOMFIELD HILLS, MI
7457 FRANKLIN ROAD, SUITE 222, BLOOMFIELD HILLS, MI, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCODavid J. Sculati

Advisory services offered

2 types reported
Financial Planning Services
Portfolio management for individuals and small businesses

Fee models offered

1 types reported
Asset based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 70.2% of total clients.
Top client categories% of clientsClients
1
Individuals
70.2%
245
2
HNWI
29.8%
104
Categories with <5 clients
Charitable Organizations<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$381Mas of February 20, 2026
Discretionary100.0%
$381M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

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

Total AUM$381M
Total Accounts1,055
10Y AUM Change+$264M (+224.1%)

Employee Growth by Quarter

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

Total Employees4
Clients per Employee87:1
10Y Employee Change+1 (+33.3%)

* 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.