CRD: 142728
Total Clarity Wealth Management, INC
$755.4M Total AUM
$752.9M Disc. AUM
28.1% 3Y CAGR
26 Employees
1,045 ADV. Clients
19 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-11-2007
- Office Locations
- 13
Office Locations
1545 N Waukegan RD Suite 2-9 Glenview IL
171 W Wing ST Suite 204b Arlington Heights IL
201 Houston ST Suite 102 Batavia IL
About Total Clarity Wealth Management, INC
Total Clarity Wealth Management provides investment management and financial planning for families and businesses nationwide. The team integrates portfolio management with estate & legacy planning, risk analysis, and proactive tax planning to align investments with client goals. Operates across multiple offices and custodies assets with Charles Schwab and LPL Financial.
Team overview
55 AVG AGE
$37.8M AVG AUM / ADVISOR
$722.9K AVG AUM / CLIENT
8.6 yrs AVG TENURE
26 Employees
20 Advisory Reps
20 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
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Investment Themes
Available
Investment Vehicles
Available
Platform
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Services
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Owner & Executives
DAVID JENNER HUBBARD
Advisor
- CRD
- #1122248
- Ownership
- 75% or more
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Available
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T
TERRANCE PATRICK MURPHY
Advisor, President
- CRD
- #2191779
- Ownership
- 5% but less than 10%
Available
Available
Available
Showing 2 of 3 owners & executives
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T
Thomas Castronovo
Financial Advisor, General Partner
- CRD
- #1902648
Available
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DAVID WILLIAM CHADWICK
--
- CRD
- #3112314
Available
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Showing 2 of 23 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $752,949,000 | $294,812 |
| Non-Discretionary | $2,500,000 | $166,667 |
| Total | $755,449,000 | $294,063 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
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Available Cash:
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Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
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| Available | Available | Available | Available | Available | Available |
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