SCULATI WEALTH MANAGEMENT, LLC

Adviser information for SCULATI WEALTH MANAGEMENT, LLC last updated from Form ADV on March 25th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Michigan, United States

Employees

Total Number of Employees 7
Investment Advisory/Research 5
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 5
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 937 $293.6M
Non-Discretionary 0 $0
Total 937 $293.6M

Clients

Type Number RAUM
Individuals 308 $131.0M
HNW Individuals 123 $159.4M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations <5 $3.2M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 1
No. of Financial Planning Clients 51-100

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businesses
Compensation % of AUM

Identifiers

SEC RIA File Number 801-112320
SEC ERA File Number 801-112320
SEC CIK Numbers 1803397
SEC CRD Numbers 158783
Legal Entity Identifier None

Principal Office

7457 FRANKLIN ROAD, SUITE 222
BLOOMFIELD HILLS
MI
United States
Monday - Friday, 9:00AM TO 5:00PM
Tel: 248-325-9947, Fax: 248-325-9952

Chief Compliance Officer

NATHAN A. HAWROT
7457 FRANKLIN ROAD
SUITE 222
BLOOMFIELD HILLS
MI
United States
Tel: 248-325-9947
Fax: 248-325-9952
(Full email address available in API data)

Regulatory Contact

DAVID SCULATI
PRESIDENT
7457 FRANKLIN ROAD
SUITE 222
BLOOMFIELD HILLS
MI
United States
Tel: 248-325-9947
Fax: 248-325-9952
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
SCULATI, DAVID, JOHN Individual PRESIDENT 07/2011 > 75%
HAWROT, NATHAN, AARON Individual CHIEF COMPLIANCE OFFICER 01/2017 < 5%

No. Employees, Historic

10502020202120222023202420256 on 3/27/20206 on 6/29/20206 on 3/22/20216 on 3/22/20227 on 3/22/20237 on 3/25/2024

RAUM, Historic

300M150M0202020212022202320242025141793685 on 3/27/2020141793685 on 6/29/2020212319427 on 3/22/2021255273054 on 3/22/2022240101741 on 3/22/2023293569198 on 3/25/2024

No. Clients, Historic

5002500202020212022202320242025349 on 3/27/2020349 on 6/29/2020410 on 3/22/2021417 on 3/22/2022415 on 3/22/2023431 on 3/25/2024

Holdings

From latest 13F, filed August 9th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ALPS ETF TR ALERIAN MLP 3M 59K
AT&T INC COM 627K 33K
ADOBE INC COM 2M 4K
AKAMAI TECHNOLOGIES INC COM 1M 12K
ALPHABET INC CAP STK CL C 4M 24K
ALPHABET INC CAP STK CL A 2M 12K
AMAZON COM INC COM 7M 38K
APPLE INC COM 13M 61K
APPLIED MATLS INC COM 260K 1K
ARES CAPITAL CORP COM 2M 115K
BERKSHIRE HATHAWAY INC DEL CL B NEW 21M 51K
BLACKSTONE MORTGAGE TRUST IN NOTE 5.500% 3/1 181K
BLACKSTONE INC COM 4M 31K
BOEING CO COM 2M 10K
BOOKING HOLDINGS INC COM 396K 100
BRITISH AMERN TOB PLC SPONSORED ADR 396K 13K
CHEVRON CORP NEW COM 3M 20K
CHURCHILL DOWNS INC COM 656K 5K
COCA COLA CO COM 501K 8K
COMCAST CORP NEW CL A 1M 28K
COSTCO WHSL CORP NEW COM 3M 4K
DTE ENERGY CO COM 1M 13K
DT MIDSTREAM INC COMMON STOCK 373K 5K
DELTA AIR LINES INC DEL COM NEW 2M 38K
DISNEY WALT CO COM 2M 19K
EXXON MOBIL CORP COM 413K 4K
META PLATFORMS INC CL A 4M 9K
FORD MTR CO DEL COM 452K 36K
GE VERNOVA INC COM 278K 2K
GENERAL DYNAMICS CORP COM 2M 6K
GE AEROSPACE COM NEW 1M 7K
GOLDMAN SACHS GROUP INC COM 4M 8K
HOME DEPOT INC COM 326K 946
INTEL CORP COM 2M 49K
INVESCO QQQ TR UNIT SER 1 377K 787
INVESCO EXCHANGE TRADED FD T S&P MDCP MOMNTUM 2M 20K
INVESCO EXCHANGE TRADED FD T S&P SMLCP MOMENT 2M 41K
INVESCO EXCH TRADED FD TR II S&P MIDCP LOW 5M 87K
INVESCO EXCH TRADED FD TR II S&P SMLCP LOW 6M 138K
INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 442K 23K
INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 855K 42K
INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 1M 54K
IRON MTN INC DEL COM 436K 5K
ISHARES INC GLB ENR PROD ETF 458K 18K
ISHARES TR SELECT DIVID ETF 1M 9K
ISHARES TR ISHARES BIOTECH 1M 10K
ISHARES TR MSCI USA MMENTM 219K 1K
JPMORGAN CHASE & CO. COM 4M 20K
JOHNSON & JOHNSON COM 2M 16K
ELI LILLY & CO COM 739K 816
LOWES COS INC COM 3M 14K
LULULEMON ATHLETICA INC COM 2M 8K
MARATHON PETE CORP COM 252K 1K
MERCADOLIBRE INC COM 740K 450
MERCK & CO INC COM 3M 25K
MICROSOFT CORP COM 9M 21K
MORGAN STANLEY COM NEW 3M 34K
NETFLIX INC COM 223K 330
NIKE INC CL B 899K 12K
NORTHROP GRUMMAN CORP COM 556K 1K
NVIDIA CORPORATION COM 254K 2K
OMEGA HEALTHCARE INVS INC COM 2M 57K
ORACLE CORP COM 4M 29K
PFIZER INC COM 1M 52K
PROSPECT CAP CORP COM 186K 34K
PROSPECT CAP CORP NOTE 6.375% 3/0 774K
REDWOOD TRUST INC COM 1M 179K
REGENERON PHARMACEUTICALS COM 2M 2K
RIVIAN AUTOMOTIVE INC COM CL A 147K 11K
RUMBLE INC COM CL A 64K 12K
S&P GLOBAL INC COM 316K 709
SPDR S&P 500 ETF TR TR UNIT 2M 4K
SPDR GOLD TR GOLD SHS 213K 991
SALESFORCE INC COM 3M 10K
SCHWAB CHARLES CORP COM 3M 43K
SCHWAB STRATEGIC TR US LCAP GR ETF 5M 46K
SCHWAB STRATEGIC TR US LCAP VA ETF 2M 30K
SCHWAB STRATEGIC TR US MID-CAP ETF 3M 36K
SCHWAB STRATEGIC TR US SML CAP ETF 3M 56K
SCHWAB STRATEGIC TR FUNDAMENTAL EMER 6M 218K
SCHWAB STRATEGIC TR US REIT ETF 384K 19K
SERVICENOW INC COM 3M 4K
SHOPIFY INC CL A 250K 4K
SKYWORKS SOLUTIONS INC COM 647K 6K
SOUTHERN CO COM 1M 16K
STARBUCKS CORP COM 696K 9K
TEGNA INC COM 643K 46K
3M CO COM 215K 2K
TRUIST FINL CORP COM 453K 12K
TUTOR PERINI CORP COM 4M 176K
US BANCORP DEL COM NEW 243K 6K
UNITED PARCEL SERVICE INC CL B 2M 17K
UNUM GROUP COM 2M 38K
VANGUARD INDEX FDS LARGE CAP ETF 15M 61K
VERIZON COMMUNICATIONS INC COM 2M 41K
VERTEX PHARMACEUTICALS INC COM 915K 2K
VISA INC COM CL A 2M 8K
WALMART INC COM 455K 7K
WASTE MGMT INC DEL COM 382K 2K
WISDOMTREE TR ITL HDG QTLY DIV 11M 232K
MEDTRONIC PLC SHS 941K 12K
FERRARI N V COM 2M 6K