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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Vital vector
- Established Date
- 01-31-1983
- Office Locations
- 1
Office Locations
About Clariti Wealth Advisors
Clariti Wealth is a fee-only wealth management firm founded in 1983. The team delivers planning-led advice across cash flow and debt, education funding, tax planning, insurance/employee benefits, retirement, and estate planning, alongside investment plan design and implementation. Serves retail and institutional clients, with portfolios using ETFs and other public funds; custody includes Fidelity/NFS.
Team overview
Insights
Asset Classes
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Investment Themes
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Services
Technology
Owner & Executives
RYAN GREGORY CROSS
Chief Compliance Officer
- CRD
- #4753567
- Ownership
- Less than 5%
RAVI PRAVIN DATTANI
Managing Member, President
- CRD
- #2884960
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Karen R. Malchione
Wealth Advisor
- CRD
- #7281484
JOHN CARMEN MELASECCA III
Wealth Advisor
- CRD
- #2903453
Vertex capital
Frontier foundation meridian
- CRD
- #72271
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $605,847,587 | $530,979 |
| Non-Discretionary | $191,729,955 | $1,014,444 |
| Total | $797,577,542 | $599,682 |
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Separately Managed Accounts
Total SMA Asset: $797,577,542
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $532,748,416 | 40.5% |
| Cash | $171,005,664 | 13.0% |
| Equity - Exchange | $247,300,499 | 18.8% |
| Other | $364,373,608 | 27.7% |
| Total | $1,315,428,187 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| HARBOR ZENITH | ZENITH CATALYST | HO058C3D2 | AYE | 6.27% | $115,444,358 |
| HARBOR RADIAL FUSION | CATALYST VERTEX | FPXOKR92D | WAUIL | 1.70% | $57,336,088 |
| PEAK WAVE ATLAS | FRONTIER FRONTIER | 6HF9Q8Y0F | XVSGO | 11.16% | $11,938,312 |
| OPTIMA MOMENTUM FUSION | NORTH OAK | 6PI8ZPXRD | RZS | 2.38% | $111,755,085 |
| EAGLE RIDGE | HORIZON ZENITH | 5REZMDCQR | SUG | 0.76% | $102,714,509 |
| INSIGHT ALPHA | CATALYST VALUE | JU3MIL2PV | GEREJ | 8.81% | $52,928,774 |
| ALPHA ALPHA HARBOR | SUMMIT RADIAL | 2H3MMS95J | AISG | 9.90% | $87,448,356 |
| FUSION PRIME UNISON | FOUNDATION FOUNDATION | BIR22Q5P4 | MVTBQ | 8.63% | $44,449,809 |