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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Zenith ridge
- Established Date
- 04-01-2024
- Office Locations
- 1
Office Locations
About Clarified Wealth Advisory
Clarified Wealth Advisory (Clarified Wealth Management) is a fee-only, fiduciary financial planning and wealth management firm led by CFP Nikki Dunn, author of “Do THIS With Your Money.” The practice focuses on DIY traders/investors and business owners, providing personalized portfolio reviews and guidance on tax-aware allocation, risk, business planning and equity compensation. Supports higher-risk strategies including options and crypto; custodies at Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Nikki Carnevale Dunn
Certified Financial Planner, Chief Compliance Officer, Chief Executive Officer, Chief Financial Officer, FOUNDER
- CRD
- #7839726
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,706,744 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,706,744 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,706,744
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $626,257,142 | 32.4% |
| Equity - OTC | $305,397,001 | 15.8% |
| Public Funds | $788,620,105 | 40.8% |
| Cash | $212,618,166 | 11.0% |
| Total | $1,932,892,414 | 100.0% |