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TOTAL CLARITY WEALTH MANAGEMENT, INC

CRD 142728File 801-67755
APPROVED
Retail clients
Custody
Filing as of Jul 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$755.4M
Above cohort median (national)
Discretionary AUM
$752.9M
Non-discretionary $2.5M
Clients
1,038
2,569 accounts
Employees
26
Above cohort median in IL

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
CHRO
Registration date
Apr 11, 2007
Principal office
525 TYLER RD, SUITE T, ST. CHARLES, IL, 60174
Phone
630-762-9352

Assets & accounts

ADV Item 5F
Total regulatory AUM
$755.4M
Discretionary AUM
$752.9M
Non-discretionary AUM
$2.5M
Discretionary accounts
2,554
Non-discretionary accounts
15
Total accounts
2,569
AUM per client
$728K

Clients by type

ADV Item 5D
Client typeClientsAUM
Other5$712K
Charitable organizationsFewer than 5$116K
High net worth individuals254$522.6M
Individuals (other than high net worth individuals)778$232.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Other
  • Fixed fees
  • Hourly charges
  • Other (described)PER PROJECT FEES
  • A percentage of assets under your management

Advisory activities

  • Other
  • Other advisory activities
  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
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

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.