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 |
Principal Office
7457 FRANKLIN ROAD, SUITE 222BLOOMFIELD HILLS
MI
United States
Monday - Friday, 9:00AM TO 5:00PM
Tel: 248-325-9947, Fax: 248-325-9952
Websites
Chief Compliance Officer
NATHAN A. HAWROT
7457 FRANKLIN ROAD
SUITE 222
BLOOMFIELD HILLS
MI
United States
Tel:
248-325-9947
Fax:
248-325-9952
N*****@****************M
(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
D****@****************M
(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
RAUM, Historic
No. Clients, Historic
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 | – |