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CLARITI WEALTH ADVISORS
Legal name: SCHIAVI & COMPANY LLC
CRD 104804File 801-18338
APPROVED
Retail clients
Custody
Filing as of Mar 16, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$797.6M
Above cohort median (national)
Discretionary AUM
$605.8M
Non-discretionary $191.7M
Clients
250
1,330 accounts
Employees
10
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
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 263 | 250 | decreased by13 |
| Apr 1, 2026 | Clients | 244 | 263 | increased by19 |
| Apr 1, 2026 | AUM | $622,223,185 | $797,577,542 | increased by$175,354,357 |
| Apr 1, 2026 | Accounts | 1,265 | 1,330 | increased by65 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 11 | 10 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 195 | 244 | increased by49 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $491,028,007 | $622,223,185 | increased by$131,195,178 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,111 | 1,265 | increased by154 |
| Apr 1, 2022 | Employees | 9 | 11 | increased by2 |
| Apr 1, 2022 | Clients | 189 | 195 | increased by6 |
| Apr 1, 2022 | AUM | $449,609,482 | $491,028,007 | increased by$41,418,525 |
| Apr 1, 2022 | Accounts | 1,106 | 1,111 | increased by5 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CLARITI WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CLARITI WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.