Hedge Fund Database

TOTAL CLARITY WEALTH MANAGEMENT, INC

Adviser information for TOTAL CLARITY WEALTH MANAGEMENT, INC last updated from Form ADV on March 28th, 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 Corporation
Fiscal Year End DECEMBER
Legal Location Illinois, United States

Employees

Total Number of Employees 24
Investment Advisory/Research 23
Registered Broker-Dealer Representatives 15
Registered State Investment Advisers 23
Licensed Agents of an Insurance Company 18
No. of Firms/People that Solicit Clients 2

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 2,019 $455.7M
Non-Discretionary 14 $2.3M
Total 2,033 $458.0M

Clients

Type Number RAUM
Individuals 758 $166.4M
HNW Individuals 159 $291.0M
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 $300,000
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 $300,000
Other 0 $0
Type Number
No. of Non-RAUM Clients 6
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 11-25

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesEducational seminars/workshopsADVISORY SERVICE FOR SMALL BUSINESS 401K PLANS
Compensation % of AUMHourly chargesFixed feesPER PROJECT FEES

Wrap Fee Program

Offers Wrap Fee Program Yes
Acting As RAUM
Sponsor 0
Portfolio Manager 0
Both for Same 318.0M
Portfolio Manager to Program Sponsor
TOTAL CLARITY VISION ACCOUNT TOTAL CLARITY WEALTH MANAGEMENT, INC.

Identifiers

SEC RIA File Number 801-67755
SEC ERA File Number 801-67755
SEC CIK Numbers 1804909
SEC CRD Numbers 142728
Legal Entity Identifier None

Principal Office

525 TYLER RD
SUITE T
ST. CHARLES
IL
United States
Monday - Friday, 8:30AM-4:30PM
Tel: 630-762-9352, Fax: 630-587-9170

Websites

www.linkedin.com/company/total-clarity-wealth-management-inc. preactiveinvestments.com/ beyondwealthmgmt.com/ www.amcapmgmt.com www.totalclaritywealth.com www.criterionwa.com www.facebook.com/pages/category/local-business/total-clarity-wealth-management-146649085546220/ www.totalclaritybusiness.com/

Chief Compliance Officer

JEANNE M. TACKETT
VICE PRESIDENT OF OPERATIONS
525 TYLER ROAD
SUITE T
ST. CHARLES
IL
United States
Tel: 630-762-9352
Fax: 630-587-9170
(Full email address available in API data)

Regulatory Contact

TERRY MURPHY
PRESIDENT
525 TYLER RD.
SUITE T
ST. CHARLES
IL
United States
Tel: 630-762-9352
Fax: 630-587-9170
(Full email address available in API data)

Industry Affiliates

CASEY MOSS Accountant or accounting firm
DAVID HUBBARD Accountant or accounting firm
DOUGLAS GLICK Lawyer or law firm
KATHLEEN PANEK-RICKERSON Real estate broker or dealer
THE HEARTLAND LAW FIRM Lawyer or law firm

Private Funds

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

Control Persons

Name Type Entity Title Since Ownership
MURPHY, TERRANCE, PATRICK Individual – PRESIDENT 07/2006 5-10%
TACKETT, JEANNE, MARIE Individual – CHIEF COMPLIANCE OFFICER/VICE PRESIDENT OF OPERATIONS 07/2006 5-10%
HUBBARD, DAVID, JENNER Individual – DIRECTOR OF THE BOARD 03/2015 > 75%

No. Employees, Historic

30150201920202021202220232024202513 on 7/9/201913 on 12/4/201920 on 3/24/202020 on 3/25/202020 on 4/8/202020 on 6/23/202020 on 6/30/202020 on 7/1/202020 on 2/3/202120 on 3/1/202122 on 3/25/202122 on 3/26/202122 on 4/1/202122 on 5/24/202122 on 7/7/202122 on 10/20/202122 on 2/22/202222 on 3/8/202221 on 3/15/202221 on 10/24/202221 on 11/3/202219 on 3/21/202319 on 3/22/202319 on 8/14/202319 on 11/2/202319 on 11/30/202319 on 1/9/202419 on 1/22/202424 on 3/28/2024

RAUM, Historic

500M250M02019202020212022202320242025170000000 on 7/9/2019170000000 on 12/4/2019208000000 on 3/24/2020208000000 on 3/25/2020208000000 on 4/8/2020208000000 on 6/23/2020208000000 on 6/30/2020208000000 on 7/1/2020208000000 on 2/3/2021208000000 on 3/1/2021236954000 on 3/25/2021236954000 on 3/26/2021236954000 on 4/1/2021236954000 on 5/24/2021236954000 on 7/7/2021236954000 on 10/20/2021236954000 on 2/22/2022236954000 on 3/8/2022330650000 on 3/15/2022330650000 on 10/24/2022330650000 on 11/3/2022329076000 on 3/21/2023329076000 on 3/22/2023329076000 on 8/14/2023329076000 on 11/2/2023329076000 on 11/30/2023329076000 on 1/9/2024329076000 on 1/22/2024458000000 on 3/28/2024

No. Clients, Historic

1,00050002019202020212022202320242025425 on 7/9/2019425 on 12/4/2019469 on 3/24/2020469 on 3/25/2020469 on 4/8/2020469 on 6/23/2020469 on 6/30/2020469 on 7/1/2020469 on 2/3/2021469 on 3/1/2021461 on 3/25/2021461 on 3/26/2021461 on 4/1/2021461 on 5/24/2021461 on 7/7/2021461 on 10/20/2021461 on 2/22/2022461 on 3/8/2022559 on 3/15/2022559 on 10/24/2022559 on 11/3/2022622 on 3/21/2023622 on 3/22/2023622 on 8/14/2023622 on 11/2/2023622 on 11/30/2023622 on 1/9/2024622 on 1/22/2024921 on 3/28/2024

Holdings

From latest 13F, filed August 9th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBOTT LABS COM 450K 4K –
ABBVIE INC COM 1M 6K –
ACM RESH INC COM CL A 910K 39K –
ADVANCED MICRO DEVICES INC COM 266K 2K –
AKAMAI TECHNOLOGIES INC COM 269K 3K –
ALLSTATE CORP COM 740K 5K –
ALPHABET INC CAP STK CL A 4M 23K –
ALPHABET INC CAP STK CL C 473K 3K –
ALTRIA GROUP INC COM 294K 6K –
AMAZON COM INC COM 3M 16K –
AMERICAN CENTY ETF TR US SML CP VALU 2M 19K –
AMGEN INC COM 3M 9K –
ANALOG DEVICES INC COM 2M 9K –
ANALOG DEVICES INC COM 32K 8K –
APPLE INC COM 6M 28K –
APTIV PLC SHS 532K 8K –
ARISTA NETWORKS INC COM 850K 2K –
AT&T INC COM 500K 26K –
AUDIOEYE INC COM NEW 221K 13K –
AXON ENTERPRISE INC COM 360K 1K –
BANK AMERICA CORP COM 472K 12K –
BERKSHIRE HATHAWAY INC DEL CL A 3M 5 –
BERKSHIRE HATHAWAY INC DEL CL B NEW 3M 7K –
BLACKROCK MUNIYIELD PA QLTY COM 147K 12K –
BLUE OWL CAPITAL CORPORATION COM 211K 14K –
BONDBLOXX ETF TRUST BLOOMBERG SIX MN 447K 9K –
BROADCOM INC COM 250K 155 –
CAMBRIA ETF TR SHSHLD YIELD ETF 262K 4K –
CAPITAL GROUP CORE EQUITY ET SHS CREATION UNI 406K 13K –
CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI 505K 15K –
CAPITAL GROUP GBL GROWTH EQT SHS CREATION UNI 2M 63K –
CAPITAL GROUP GROWTH ETF SHS CREATION UNI 435K 13K –
CAPITAL GROUP INTL FOCUS EQT SHS CREATION UNI 1M 40K –
CAPITAL GRP FIXED INCM ETF T US MULTI-SECTOR 4M 132K –
CAPITAL SOUTHWEST CORP COM 2M 83K –
CATERPILLAR INC COM 1M 4K –
CAVA GROUP INC COM 341K 4K –
CHARTER COMMUNICATIONS INC N CL A 230K 771 –
CHEVRON CORP NEW COM 492K 3K –
CHUBB LIMITED COM 992K 4K –
CISCO SYS INC COM 532K 11K –
CITIGROUP INC COM NEW 328K 5K –
COCA COLA CO COM 218K 3K –
COLUMBIA ETF TR II EM CORE EX ETF 748K 23K –
CONSTELLATION ENERGY CORP COM 274K 1K –
CORNING INC COM 332K 9K –
COSTCO WHSL CORP NEW COM 552K 649 –
CRACKER BARREL OLD CTRY STOR COM 913K 22K –
DBX ETF TR XTRACK MSCI EAFE 2M 40K –
DEERE & CO COM 295K 789 –
DIGITALOCEAN HLDGS INC COM 235K 7K –
DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 678K 26K –
DIMENSIONAL ETF TRUST INTL CORE EQUITY 2M 60K –
DIMENSIONAL ETF TRUST US CORE EQUITY 2 3M 92K –
DIMENSIONAL ETF TRUST US EQUITY ETF 242K 4K –
DIMENSIONAL ETF TRUST US REAL ESTATE E 1M 56K –
DIMENSIONAL ETF TRUST WORLD EX US CORE 644K 25K –
DIREXION SHS ETF TR NAS100 EQL WGT 262K 3K –
DOLE PLC ORD SHS 422K 35K –
DOMINION ENERGY INC COM 1M 29K –
DOUBLELINE YIELD OPPORTUNITI COM 190K 12K –
DOW INC COM 2M 38K –
DUCKHORN PORTFOLIO INC COM 899K 127K –
ELI LILLY & CO COM 932K 1K –
ENBRIDGE INC COM 1M 36K –
ENERGY TRANSFER L P COM UT LTD PTN 314K 19K –
EVERSPIN TECHNOLOGIES INC COM 517K 86K –
EXELON CORP COM 230K 7K –
EXXON MOBIL CORP COM 1M 11K –
FIRST TR EXCHANGE TRADED FD GROWTH STRENGTH 251K 8K –
FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 255K 3K –
FIRST TR EXCHANGE-TRADED FD FT VEST RIS 355K 15K –
FIRST TR EXCHANGE-TRADED FD FT VEST S&P 500 732K 14K –
FIRST TR EXCHANGE-TRADED FD NASDQ ARTFCIAL 1M 27K –
FIRST TR EXCHANGE-TRADED FD NASDQ OIL GAS 826K 27K –
FIRST TR EXCHANGE-TRADED FD RBA INDL ETF 3M 38K –
FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 3M 50K –
FIRST TR EXCHANGE-TRADED FD ULTRA SHT DUR MU 360K 18K –
FIRST TR EXCHNG TRADED FD VI TCW UNCONSTRAI 7M 266K –
FIRST TR MORNINGSTAR DIVID L SHS 3M 75K –
FIRST TR NASDAQ 100 TECH IND SHS 857K 4K –
FIRST TR VALUE LINE DIVID IN SHS 306K 7K –
FORD MTR CO DEL COM 905K 72K –
FORRESTER RESH INC COM 500K 29K –
FRANKLIN TEMPLETON ETF TR FTSE AUSTRALIA 470K 16K –
FRANKLIN TEMPLETON ETF TR FTSE BRAZIL 327K 20K –
FRANKLIN TEMPLETON ETF TR FTSE JAPAN ETF 336K 12K –
FRANKLIN TEMPLETON ETF TR FTSE LATN AMRC 300K 15K –
FRANKLIN TEMPLETON ETF TR FTSE MEXICO 455K 16K –
FRANKLIN TEMPLETON ETF TR FTSE SOUTH KOREA 503K 23K –
FRANKLIN TEMPLETON ETF TR US CORE DIV TILT 215K 5K –
GE AEROSPACE COM NEW 270K 2K –
GENERAL DYNAMICS CORP COM 1M 3K –
GLOBAL X FDS US INFR DEV ETF 349K 9K –
GLOBALFOUNDRIES INC ORDINARY SHARES 395K 8K –
HANESBRANDS INC COM 92K 19K –
HOME DEPOT INC COM 750K 2K –
ICL GROUP LTD SHS 51K 12K –
INTEL CORP COM 683K 22K –
INTERNATIONAL BUSINESS MACHS COM 303K 2K –
INTUITIVE SURGICAL INC COM NEW 299K 673 –
INVESCO EXCH TRADED FD TR II RUSEL 1000 EQL 403K 9K –
INVESCO EXCH TRADED FD TR II S&P SMLCAP QTY 832K 21K –
INVESCO EXCH TRADED FD TR II SR LN ETF 3M 129K –
INVESCO EXCH TRD SLF IDX FD BULLETSHS 2032 1M 71K –
INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN 2M 18K –
INVESCO EXCHANGE TRADED FD T LARGE CAP GROWTH 1M 11K –
INVESCO EXCHANGE TRADED FD T S&P MDCP QUALITY 750K 8K –
INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 546K 9K –
INVESCO QQQ TR UNIT SER 1 2M 5K –
ISHARES SILVER TR ISHARES 252K 9K –
ISHARES TR CORE MSCI EAFE 273K 4K –
ISHARES TR CORE S&P MCP ETF 274K 5K –
ISHARES TR CORE S&P SCP ETF 309K 3K –
ISHARES TR CORE S&P500 ETF 3M 6K –
ISHARES TR CORE US AGGBD ET 215K 2K –
ISHARES TR FLTG RATE NT ETF 204K 4K –
ISHARES TR GLOB INDSTRL ETF 1M 8K –
ISHARES TR MSCI ACWI ETF 287K 3K –
ISHARES TR MSCI USA QLT FCT 2M 12K –
ISHARES TR RUS 1000 GRW ETF 8M 21K –
ISHARES TR RUS MD CP GR ETF 4M 35K –
ISHARES TR RUS TP200 GR ETF 592K 3K –
ISHARES TR RUSSELL 2000 ETF 791K 4K –
ISHARES TR S&P 500 GRWT ETF 782K 8K –
ISHARES TR SELECT DIVID ETF 525K 4K –
ISHARES TR TRS FLT RT BD 3M 55K –
ISHARES TR US HOME CONS ETF 1M 11K –
ISHARES U S ETF TR BLACKROCK SHORT 1M 20K –
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 1M 21K –
J P MORGAN EXCHANGE TRADED F HEDGED EQUITY LA 321K 5K –
J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 5M 86K –
J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 634K 13K –
J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 255K 5K –
JOHNSON & JOHNSON COM 403K 3K –
JPMORGAN CHASE & CO. COM 2M 11K –
KIMBELL RTY PARTNERS LP UNIT 425K 26K –
KINDER MORGAN INC DEL COM 1M 75K –
KINSALE CAP GROUP INC COM 266K 691 –
KKR & CO INC COM 427K 4K –
KYNDRYL HLDGS INC COMMON STOCK 685K 26K –
LADDER CAP CORP CL A 125K 11K –
LAKELAND INDS INC COM 597K 26K –
LEGG MASON ETF INVT FRANKLIN INTL LW 1M 36K –
LINDE PLC SHS 872K 2K –
LOCKHEED MARTIN CORP COM 210K 449 –
MARATHON OIL CORP COM 1M 51K –
MASTERCARD INCORPORATED CL A 706K 2K –
MCDONALDS CORP COM 553K 2K –
MERCK & CO INC COM 2M 15K –
META PLATFORMS INC CL A 856K 2K –
MICROSOFT CORP COM 6M 14K –
MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 874K 81K –
NETFLIX INC COM 218K 323 –
NEUROCRINE BIOSCIENCES INC COM 335K 2K –
NISOURCE INC COM 261K 9K –
NUVEEN AMT FREE QLTY MUN INC COM 140K 12K –
NVIDIA CORPORATION COM 5M 38K –
NXP SEMICONDUCTORS N V COM 681K 3K –
O-I GLASS INC COM 153K 14K –
ONEOK INC NEW COM 1M 15K –
ONESPAN INC COM 164K 13K –
ORACLE CORP COM 520K 4K –
PACER FDS TR GLOBL CASH ETF 501K 15K –
PACER FDS TR PACER US SMALL 3M 75K –
PACER FDS TR US CASH COWS 100 837K 15K –
PENN ENTERTAINMENT INC COM 521K 27K –
PENN ENTERTAINMENT INC COM 13K 18K –
PIMCO ETF TR ENHAN SHRT MA AC 3M 27K –
PIMCO ETF TR SHTRM MUN BD ACT 1M 21K –
PORTILLOS INC COM CL A 1M 128K –
PORTILLOS INC COM CL A 17K 28K –
POWERSHARES ACTIVELY MANAGED VAR RATE INVT 12M 483K –
PROCTER AND GAMBLE CO COM 364K 2K –
PROSHARES TR RUSS 2000 DIVD 441K 7K –
PROSHARES TR S&P 500 DV ARIST 1M 11K –
PROSHARES TR ULTRAPRO SHT QQQ 83K 10K –
REPLIGEN CORP COM 371K 3K –
RIO TINTO PLC SPONSORED ADR 204K 3K –
RUMBLE INC COM CL A 161K 29K –
SCHWAB STRATEGIC TR FUNDAMENTAL INTL 4M 100K –
SCHWAB STRATEGIC TR INTL EQTY ETF 593K 15K –
SCHWAB STRATEGIC TR SHT TM US TRES 834K 17K –
SCHWAB STRATEGIC TR US BRD MKT ETF 333K 5K –
SELECT SECTOR SPDR TR SBI HEALTHCARE 257K 2K –
SELECT SECTOR SPDR TR TECHNOLOGY 1M 5K –
SENTINELONE INC CL A 1M 59K –
SERVICENOW INC COM 345K 438 –
SHOPIFY INC CL A 273K 4K –
SIMPLIFY EXCHANGE TRADED FUN SIMPLIFY US EQT 3M 74K –
SIXTH STREET SPECIALTY LENDI COM 1M 49K –
SKYWORKS SOLUTIONS INC COM 241K 2K –
SOUTHERN CO COM 250K 3K –
SOUTHWEST AIRLS CO COM 250K 9K –
SPDR GOLD TR GOLD SHS 612K 3K –
SPDR S&P 500 ETF TR TR UNIT 5M 9K –
SPDR SER TR BLOOMBERG 1-3 MO 424K 5K –
SPDR SER TR BLOOMBERG 3-12 M 5M 49K –
SPDR SER TR PORTFOLIO S&P500 266K 4K –
SPDR SER TR PRTFLO S&P500 VL 5M 107K –
SPDR SER TR S&P HOMEBUILD 255K 3K –
SPDR SER TR S&P REGL BKG 782K 16K –
STATE STR CORP COM 305K 4K –
SUPER MICRO COMPUTER INC COM 740K 903 –
SYNOPSYS INC COM 298K 501 –
TERADATA CORP DEL COM 230K 7K –
TESLA INC COM 299K 2K –
THE TRADE DESK INC COM CL A 283K 3K –
TITAN INTL INC ILL COM 359K 49K –
T-MOBILE US INC COM 248K 1K –
TRANSMEDICS GROUP INC COM 334K 2K –
UNIQURE NV SHS 74K 16K –
UNITED NAT FOODS INC COM 509K 39K –
UNITED PARCEL SERVICE INC CL B 505K 4K –
UNITEDHEALTH GROUP INC COM 951K 2K –
US BANCORP DEL COM NEW 377K 9K –
VANECK ETF TRUST PHARMACEUTCL ETF 980K 11K –
VANECK ETF TRUST SEMICONDUCTR ETF 475K 2K –
VANGUARD INDEX FDS EXTEND MKT ETF 666K 4K –
VANGUARD INDEX FDS GROWTH ETF 250K 667 –
VANGUARD INDEX FDS S&P 500 ETF SHS 2M 3K –
VANGUARD INDEX FDS SM CP VAL ETF 2M 13K –
VANGUARD INDEX FDS SMALL CP ETF 359K 2K –
VANGUARD INDEX FDS TOTAL STK MKT 2M 9K –
VANGUARD INDEX FDS VALUE ETF 644K 4K –
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 725K 17K –
VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 3M 22K –
VANGUARD INTL EQUITY INDEX F GLB EX US ETF 555K 14K –
VANGUARD SCOTTSDALE FDS INT-TERM CORP 373K 5K –
VANGUARD SCOTTSDALE FDS LONG TERM TREAS 4M 65K –
VANGUARD STAR FDS VG TL INTL STK F 4M 62K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 2M 35K –
VANGUARD WHITEHALL FDS INTL HIGH ETF 2M 26K –
VANGUARD WORLD FD ENERGY ETF 2M 12K –
VANGUARD WORLD FD HEALTH CAR ETF 214K 804 –
VERIZON COMMUNICATIONS INC COM 2M 50K –
VERTEX PHARMACEUTICALS INC COM 585K 1K –
VIKING THERAPEUTICS INC COM 336K 6K –
VIRTUS ETF TR II VIRTUS US QLTY 3M 98K –
VISA INC COM CL A 448K 2K –
WALMART INC COM 686K 10K –
WARNER BROS DISCOVERY INC COM SER A 129K 17K –
WASTE MGMT INC DEL COM 358K 2K –
WHIRLPOOL CORP COM 358K 4K –
WISDOMTREE TR EMER MKT HIGH FD 622K 14K –
WISDOMTREE TR FLOATNG RAT TREA 15M 303K –
WISDOMTREE TR JAPN HEDGE EQT 1M 11K –
WISDOMTREE TR US QTLY DIV GRT 386K 5K –