CRD: 158783
Sculati Wealth Management, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-28-2012
- Office Locations
- 1
Office Locations
About Sculati Wealth Management, LLC
Sculati Wealth Management is a fee-only, fiduciary RIA providing holistic wealth management for individuals and families nationwide. The team builds personalized financial plans and customized portfolio strategies, supporting clients through major life events such as retirement planning, savings goals, and multigenerational wealth. Portfolios are ETF- and fixed-income oriented and commonly custodied at Schwab. Founded by David Sculati (industry since 1995).
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DAVID JOHN SCULATI
Advisor, Chief Compliance Officer, President
- CRD
- #2803421
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
ALAN ASHLEY GILDENBERG
Senior Investment Advisor
- CRD
- #2146822
NATHAN AARON HAWROT
Certified Financial Planner
- CRD
- #6032364
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $381,475,086 | $361,588 |
| Non-Discretionary | $0 | -- |
| Total | $381,475,086 | $361,588 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing