Hedge Fund Database

TRUCLARITY WEALTH ADVISORS

TCWP LLC Legal Name

Adviser information for TRUCLARITY WEALTH ADVISORS last updated from Form ADV on March 22nd, 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 Florida, United States

Employees

Total Number of Employees 3
Investment Advisory/Research 1
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 1
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 202 $99.0M
Non-Discretionary 19 $1.5M
Total 221 $100.5M

Clients

Type Number RAUM
Individuals 14 $10.5M
HNW Individuals 20 $82.8M
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 0 $0
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 <5 $7.3M
Other 0 $0
Type Number
No. of Non-RAUM Clients 5
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 1-10

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)
Compensation % of AUMFixed fees

Identifiers

SEC RIA File Number 801-117226
SEC ERA File Number 801-117226
SEC CIK Numbers 1907375
SEC CRD Numbers 305145
Legal Entity Identifier None

Principal Office

24400 CHAGRIN BLVD
SUITE 310
BEACHWOOD
OH
United States
Monday - Friday, BY APPOINTMENT ONLY
Tel: 216-619-8412, Fax: None

Websites

www.instagram.com/created_wealth/ www.createdwealth.com www.facebook.com/created-wealth-102714414448064/ www.linkedin.com/company/created-wealth/

Chief Compliance Officer

TODD RESNICK
PRESIDENT
24400 CHAGRIN BLVD
SUITE 310
BEACHWOOD
OH
United States
Tel: 216-865-1700
Fax: 216-865-1777
(Full email address available in API data)

Regulatory Contact

MICHAEL PETRAMALO
24400 CHAGRIN BLVD.
SUITE 310
BEACHWOOD
OH
United States
Tel: 216-865-1700
(Full email address available in API data)

Industry Affiliates

MGO INC. Insurance company or agencyPension consultant
MGO ONE SEVEN Other investment adviser, including financial planners
MGO SECURITIES CORP. Broker-dealer, municipal securities dealer, or gov securities broker or dealer

Private Funds

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

Control Persons

Name Type Entity Title Since Ownership
RESNICK, TODD, MATTHEW Individual – PRESIDENT, CHIEF COMPLIANCE OFFICER, MEMBER 03/2023 < 5%
MGO/OS HOLDINGS, LLC Domestic Entity – MANAGING MEMBER 03/2023 > 75%
GROSS, RONALD, SCOTT Individual – CEO, MANAGING MEMBER 03/2023 < 5%
GROSS, RICHARD, JULIUS Individual – VICE PRESIDENT 03/2023 < 5%
WE ARE ONE SEVEN LLC Domestic Entity MGO/OS HOLDINGS, LLC MANAGING MEMBER 05/2022 > 75%
GROSS, RONALD, SCOTT Individual WE ARE ONE SEVEN LLC OWNER 05/2022 > 75%

No. Employees, Historic

2010020192020202120222023202420256 on 7/23/20196 on 8/23/20196 on 8/29/20196 on 9/18/20196 on 9/26/20196 on 9/27/20196 on 12/8/20196 on 12/8/20196 on 12/19/20199 on 3/10/20209 on 6/11/20209 on 6/25/20209 on 8/7/20207 on 3/24/20217 on 5/5/20217 on 5/14/20217 on 5/17/20217 on 8/30/20217 on 9/9/20217 on 10/19/202112 on 3/30/202212 on 9/19/202212 on 11/29/202212 on 3/10/202312 on 3/28/202312 on 4/5/202312 on 5/22/202312 on 1/2/20243 on 3/22/2024

RAUM, Historic

800M400M020192020202120222023202420250 on 7/23/20190 on 8/23/20190 on 8/29/20190 on 9/18/20190 on 9/26/20190 on 9/27/20190 on 12/8/20190 on 12/8/2019101003874 on 12/19/2019110712296 on 3/10/2020110712296 on 6/11/2020110712296 on 6/25/2020110712296 on 8/7/2020172082662 on 3/24/2021172082662 on 5/5/2021172082662 on 5/14/2021172082662 on 5/17/2021172082662 on 8/30/2021172082662 on 9/9/2021172082662 on 10/19/2021726770463 on 3/30/2022726770463 on 9/19/2022726770463 on 11/29/2022726770463 on 3/10/2023690928603 on 3/28/2023690928603 on 4/5/2023690928603 on 5/22/2023690928603 on 1/2/2024100511738 on 3/22/2024

No. Clients, Historic

700350020192020202120222023202420250 on 7/23/20190 on 8/23/20190 on 8/29/20190 on 9/18/20190 on 9/26/20190 on 9/27/20190 on 12/8/20190 on 12/8/2019312 on 12/19/2019308 on 3/10/2020308 on 6/11/2020308 on 6/25/2020308 on 8/7/2020153 on 3/24/2021153 on 5/5/2021153 on 5/14/2021153 on 5/17/2021153 on 8/30/2021153 on 9/9/2021153 on 10/19/2021600 on 3/30/2022600 on 9/19/2022600 on 11/29/2022600 on 3/10/2023605 on 3/28/2023605 on 4/5/2023605 on 5/22/2023605 on 1/2/202435 on 3/22/2024

Holdings

From latest 13F, filed August 13th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBOTT LABS COM 285K 3K –
ABBVIE INC COM 504K 3K –
ADVANCED MICRO DEVICES INC COM 298K 2K –
ALPHABET INC CAP STK CL A 763K 4K –
ALPHABET INC CAP STK CL C 629K 3K –
AMAZON COM INC COM 1M 6K –
APPLE INC COM 4M 19K –
APPLIED MATLS INC COM 408K 2K –
BLACKROCK ETF TRUST US EQT FACTOR 443K 9K –
BLACKROCK ETF TRUST WORLD EX US CARB 362K 8K –
BLACKROCK ETF TRUST US CARBON TRANS 3M 45K –
BROADCOM INC COM 782K 487 –
COSTCO WHSL CORP NEW COM 453K 533 –
DIMENSIONAL ETF TRUST US TARGETED VLU 611K 12K –
ELI LILLY & CO COM 474K 524 –
GOLDMAN SACHS GROUP INC COM 238K 527 –
HOME DEPOT INC COM 237K 689 –
ISHARES INC ESG AWR MSCI EM 521K 16K –
ISHARES INC CORE MSCI EMKT 339K 6K –
ISHARES TR ESG AWARE MSCI 492K 13K –
ISHARES TR ESG ADV TTL USD 304K 7K –
ISHARES TR EAFE VALUE ETF 476K 9K –
ISHARES TR ESG MSCI USA ETF 1M 26K –
ISHARES TR ESG AWR MSCI USA 1M 9K –
ISHARES TR EAFE GRWTH ETF 1M 15K –
ISHARES TR S&P 500 VAL ETF 278K 2K –
ISHARES TR ESG MSCI LEADR 733K 8K –
ISHARES TR ESG AWRE USD ETF 944K 42K –
ISHARES TR MSCI USA ESG SLC 1M 10K –
ISHARES TR ESG AWR US AGRGT 508K 11K –
ISHARES TR MSCI USA QLT FCT 511K 3K –
ISHARES TR CORE S&P500 ETF 222K 405 –
ISHARES TR ESG EAFE ETF 807K 12K –
ISHARES TR CORE MSCI EAFE 890K 12K –
ISHARES TR CORE TOTAL USD 418K 9K –
ISHARES TR S&P 500 GRWT ETF 541K 6K –
ISHARES TR ESG AW MSCI EAFE 291K 4K –
ISHARES TR U.S. TECH ETF 220K 1K –
ISHARES TR MSCI KLD400 SOC 1M 13K –
JPMORGAN CHASE & CO. COM 543K 3K –
LLOYDS BANKING GROUP PLC SPONSORED ADR 32K 12K –
LOWES COS INC COM 572K 3K –
MASTERCARD INCORPORATED CL A 221K 500 –
MCDONALDS CORP COM 204K 799 –
META PLATFORMS INC CL A 463K 919 –
MICROSOFT CORP COM 2M 5K –
NETFLIX INC COM 216K 320 –
NVIDIA CORPORATION COM 2M 20K –
ORACLE CORP COM 320K 2K –
PALO ALTO NETWORKS INC COM 238K 703 –
QUALCOMM INC COM 220K 1K –
SCHWAB STRATEGIC TR US AGGREGATE B 269K 6K –
SPDR SER TR PORTFOLIO S&P500 1M 20K –
SYNOPSYS INC COM 246K 414 –
UNITEDHEALTH GROUP INC COM 529K 1K –
VANGUARD INDEX FDS TOTAL STK MKT 416K 2K –
VANGUARD INDEX FDS MID CAP ETF 568K 2K –
VISA INC COM CL A 288K 1K –
ZOETIS INC CL A 242K 1K –