CLARITI WEALTH ADVISORS

Legal name: SCHIAVI & COMPANY LLC

CRD 104804File 801-18338

APPROVED

Retail clients

Custody

Filing as of Mar 16, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$797.6M

Above cohort median (national)

Discretionary AUM

$605.8M

Non-discretionary $191.7M

Clients

250

1,330 accounts

Employees

Above cohort median in DE

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: PLRO
Registration date: Jan 31, 1983
Principal office: 2710 CENTERVILLE ROAD, SUITE 201, WILMINGTON, DE, 19808-1644
Phone: 302-994-4444
Website: https://www.linkedin.com/company/clariti-wealth/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $797.6M
Discretionary AUM: $605.8M
Non-discretionary AUM: $191.7M
Discretionary accounts: 1,141
Non-discretionary accounts: 189
Total accounts: 1,330
AUM per client: $3.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$974K
Charitable organizations	Fewer than 5	$5.7M
High net worth individuals	195	$714.1M
Individuals (other than high net worth individuals)	55	$39.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 17, 2026	Clients	263	250
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.