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- Custodian
- Charles Schwab & Company · LPL Financial · Security Benefit
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-11-2007
- Office Locations
- 12
Office Locations
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.
Reported data analysis
What the numbers show
Between September 16, 2025 and July 20, 2026, reported AUM increased 24.3%, from $607.9M to $755.4M.
Across 5 reported observations, AUM increased 128.5% between November 3, 2022 and July 20, 2026, from $330.6M to $755.4M.
Of the latest reported AUM, 99.7% is discretionary and 0.3% is non-discretionary.
The firm reports 20 advisory representatives and 1,045 clients, or 52.3 clients per representative. That equates to $722.9K in reported AUM per client.
The profile lists 12 reported office locations and 19 years in operation. The source data was last updated on July 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
TERRANCE PATRICK MURPHY
Advisor, President
- CRD
- #2191779
- Ownership
- 5% but less than 10%
JEANNE MARIE TACKETT
Chief Compliance Officer, Investment Advisor
- CRD
- #5257777
- Ownership
- 5% but less than 10%
Showing 2 of 2 owners & executives
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Thomas Castronovo
Financial Advisor, General Partner
- CRD
- #1902648
DAVID WILLIAM CHADWICK
--
- CRD
- #3112314
Showing 2 of 22 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Total Clarity Wealth Management, INC 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
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Total Clarity Wealth Management, INC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.