TOTAL CLARITY WEALTH MANAGEMENT, INC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $755.4M |
| Discretionary | $752.9M100% of AUM |
| Non-Discretionary | $2.5M |
| Client Accounts | 2,569 |
| Avg Account Size | $294K |
| Employees | 26 |
| Peak AUM | $755.4MMar 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $755M | +24.3% | +31.9% | +29.4% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $755.4M |
| Discretionary | $752.9M |
| Employees | 26 |
| Client Accounts | 2569 |
| Client Range | 1-10 |
Contact & Location
Address
525 TYLER RD
ST. CHARLES IL 60174
Phone
630-762-9352
Filing History
67 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$753M
99.7% of AUM
Non-Discretionary
$3M
0.3% of AUM
Disc. mix ▲ 0.1pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank Custody
Related Entities (Item 7)
Insurance CompanyTrust Company