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Total Clarity Wealth Management, Inc

● SEC registered since 2007CRD 142728SEC# 801-67755St. Charles, IL
Export (members)
Reg. AUM
$607.9M
Employees
20
Accounts
2,412
Location
St. Charles, IL

Total Clarity Wealth Management, Inc assets under management

Total Clarity Wealth Management, Inc is an SEC-registered investment adviser based in St. Charles, IL. The firm has been registered since 2007. It reports $607.9 million in regulatory assets under management and employs 20 people.

Total Clarity Wealth Management, Inc owners & executives

3 reported
NameTitleOwnershipSince
David Jenner Hubbard ControlDirector Of The BoardOver 75%2015
Jeanne Marie Tackett ControlChief Compliance Officer/Vice President Of Operations5-10%2006
Terrance Patrick Murphy ControlPresident5-10%2006

Frequently asked questions

How much does Total Clarity Wealth Management, Inc manage?

Total Clarity Wealth Management, Inc reports $607.9 million in regulatory assets under management on its Form ADV.

How many employees does Total Clarity Wealth Management, Inc have?

Total Clarity Wealth Management, Inc reports 20 employees.

Where is Total Clarity Wealth Management, Inc located?

Total Clarity Wealth Management, Inc is based in St. Charles, IL and has been SEC-registered since 2007.

Does Total Clarity Wealth Management, Inc disclose fund performance?

Total Clarity Wealth Management, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address525 Tyler Rd, Suite T, St. Charles, IL 60174
Phone630-762-9352
Fax630-587-9170
Office hours8:30a.m.-4:30p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$605.5M
Non-discretionary$2.4M
Total (RAUM)$607.9M