Hedge Fund Database

CLARITI WEALTH ADVISORS

SCHIAVI & COMPANY LLC Legal Name

Adviser information for CLARITI WEALTH ADVISORS last updated from Form ADV on March 15th, 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 Delaware, United States

Employees

Total Number of Employees 10
Investment Advisory/Research 6
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 6
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 1,059 $451.2M
Non-Discretionary 184 $114.6M
Total 1,243 $565.8M

Clients

Type Number RAUM
Individuals 50 $29.3M
HNW Individuals 175 $531.4M
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 $4.5M
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 $613,031
Other 0 $0
Type Number
No. of Non-RAUM Clients 8
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 101-250

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businesses
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-18338
SEC ERA File Number 801-18338
SEC CIK Numbers 1840014
SEC CRD Numbers 104804
Legal Entity Identifier None

Principal Office

2710 CENTERVILLE ROAD
SUITE 201
WILMINGTON
DE
United States
Monday - Friday, 8:30 AM TO 5:00 PM
Tel: 302-994-4444, Fax: 302-994-4443

Websites

www.linkedin.com/company/clariti-wealth/ twitter.com/claritiwealth www.facebook.com/claritiwealth www.claritiwealth.com/

Chief Compliance Officer

RYAN G. CROSS
PRINCIPAL
2710 CENTERVILLE ROAD
SUITE 201
WILMINGTON
DE
United States
Tel: 302-994-4444
Fax: 302-994-4443
(Full email address available in API data)

Regulatory Contact

RAVI DATTANI
PRESIDENT
2710 CENTERVILLE ROAD
SUITE 201
WILMINGTON
DE
United States
Tel: 302-994-4444
Fax: 302 994-4443
(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
DATTANI, RAVI, PRAVIN Individual – PRESIDENT/MANAGING MEMBER 02/2020 < 5%
RIA HOLDINGS CORP. Domestic Entity – OWNERSHIP ENTITY 02/2020 50-75%
DATTANI, RAVI, PRAVIN Individual RIA HOLDINGS CORP. SHAREHOLDER 02/2006 > 75%
CROSS, RYAN, GREGORY Individual – CHIEF COMPLIANCE OFFICER/MEMBER 02/2020 < 5%
LL CROSS CORP. Domestic Entity – OWNERSHIP ENTITY 02/2020 10-25%
JCM3 CORP. Domestic Entity – OWNERSHIP ENTITY 02/2020 10-25%
CROSS, RYAN, GREGORY Individual LL CROSS CORP. OWNER 02/2020 > 75%
MELASECCA, JOHN, CARMEN Individual JCM3 CORP. OWNER 02/2020 > 75%

No. Employees, Historic

201002020202120222023202420259 on 3/26/20209 on 6/12/20209 on 7/28/20209 on 3/18/20219 on 3/21/20219 on 6/22/20219 on 6/22/20219 on 6/24/202111 on 3/25/202211 on 3/26/202211 on 10/25/202212 on 3/23/202312 on 3/24/202310 on 3/14/202410 on 3/15/2024

RAUM, Historic

600M300M0202020212022202320242025454876985 on 3/26/2020454876985 on 6/12/2020454876985 on 7/28/2020449609482 on 3/18/2021449609482 on 3/21/2021449609482 on 6/22/2021449609482 on 6/22/2021449609482 on 6/24/2021491028007 on 3/25/2022491028007 on 3/26/2022491028007 on 10/25/2022506749502 on 3/23/2023506749502 on 3/24/2023565760922 on 3/14/2024565760922 on 3/15/2024

No. Clients, Historic

3001500202020212022202320242025182 on 3/26/2020182 on 6/12/2020182 on 7/28/2020189 on 3/18/2021189 on 3/21/2021189 on 6/22/2021189 on 6/22/2021189 on 6/24/2021195 on 3/25/2022195 on 3/26/2022195 on 10/25/2022215 on 3/23/2023215 on 3/24/2023225 on 3/14/2024225 on 3/15/2024

Holdings

From latest 13F, filed August 8th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBOTT LABS COM 286K 3K –
ABBVIE INC COM 570K 3K –
APPLE INC COM 368K 2K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 596K 1K –
CORTEVA INC COM 232K 4K –
DELL TECHNOLOGIES INC CL C 383K 3K –
DUPONT DE NEMOURS INC COM 270K 3K –
EXXON MOBIL CORP COM 264K 2K –
GLOBUS MED INC CL A 205K 3K –
INTERNATIONAL BUSINESS MACHS COM 234K 1K –
ISHARES TR CORE US AGGBD ET 1M 15K –
ISHARES TR CORE MSCI EAFE 2M 29K –
ISHARES TR CORE S&P TTL STK 526K 4K –
ISHARES TR CORE S&P500 ETF 231K 423 –
J P MORGAN EXCHANGE TRADED F DIV RTN EM EQT 2M 44K –
J P MORGAN EXCHANGE TRADED F COM 371K 2K –
J P MORGAN EXCHANGE TRADED F DIV RTN INT EQ 391K 7K –
JOHNSON & JOHNSON COM 458K 3K –
JPMORGAN DIVER JPMORGAN DIVER 717K 7K –
KRANESHARES TR QUADRTC INT RT 13M 683K –
MICROSOFT CORP COM 661K 1K –
NVIDIA CORPORATION COM 200K 2K –
ONEOK INC NEW COM 201K 2K –
PIMCO EQUITY SER RAFI DYN MULTI 96M 3M –
PIMCO EQUITY SER RAFI DYN EMERG 17M 844K –
PIMCO EQUITY SER RAFI DYN ML US 62M 1M –
SCRIPPS E W CO OHIO CL A NEW 57K 18K –
SPDR S&P 500 ETF TR TR UNIT 266K 488 –
VANGUARD BD INDEX FDS INTERMED TERM 19M 253K –
VANGUARD INDEX FDS TOTAL STK MKT 376K 1K –
VANGUARD INDEX FDS GROWTH ETF 337K 902 –
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 265K 5K –
VANGUARD MUN BD FDS TAX EXEMPT BD 6M 122K –
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 27M 464K –