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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between June 11, 2025 and March 16, 2026, reported AUM increased 28.2%, from $622.2M to $797.6M.
Across 5 reported observations, AUM increased 62.4% between October 25, 2022 and March 16, 2026, from $491.0M to $797.6M.
Of the latest reported AUM, 76.0% is discretionary and 24.0% is non-discretionary.
The firm reports 6 advisory representatives and 273 clients, or 45.5 clients per representative. That equates to $2.9M in reported AUM per client.
The profile lists 1 reported office location and 43 years in operation. The source data was last updated on March 16, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
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The full Clariti Wealth Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
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
SMA allocation detail is available
Clariti Wealth Advisors has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Clariti Wealth Advisors's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.