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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 Oct 1, 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 type | Clients | AUM |
|---|---|---|
| Other | 5 | $712K |
| Charitable organizations | Fewer than 5 | $116K |
| High net worth individuals | 254 | $522.6M |
| Individuals (other than high net worth individuals) | 778 | $232.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 20 | 26 | increased by6 |
| Apr 1, 2026 | Clients | 996 | 1,038 | increased by42 |
| Apr 1, 2026 | AUM | $607,883,000 | $755,449,000 | increased by$147,566,000 |
| Apr 1, 2026 | Accounts | 2,412 | 2,569 | increased by157 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 21 | 20 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 559 | 996 | increased by437 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $330,650,000 | $607,883,000 | increased by$277,233,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,269 | 2,412 | increased by1,143 |
| Apr 1, 2022 | Employees | 22 | 21 | decreased by1 |
| Apr 1, 2022 | Clients | 461 | 559 | increased by98 |
| Apr 1, 2022 | AUM | $236,954,000 | $330,650,000 | increased by$93,696,000 |
| Apr 1, 2022 | Accounts | 1,071 | 1,269 | increased by198 |
| 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 “TOTAL CLARITY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TOTAL CLARITY” 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.