Total Clarity Wealth Management, Inc
● SEC registered since 2007CRD 142728SEC# 801-67755St. Charles, IL
Reg. AUM
$755.4M
Employees
26
Accounts
2,569
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 $755.4 million in regulatory assets under management and employs 26 people.
Total Clarity Wealth Management, Inc owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Jenner Hubbard Control | Director Of The Board | Over 75% | 2015 |
| Jeanne Marie Tackett Control | Chief Compliance Officer/Vice President Of Operations | 5-10% | 2006 |
| Terrance Patrick Murphy Control | President | 5-10% | 2006 |
Frequently asked questions
How much does Total Clarity Wealth Management, Inc manage?
Total Clarity Wealth Management, Inc reports $755.4 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 26 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
| Address | 525 Tyler Rd, Suite T, St. Charles, IL 60174 |
| Phone | 630-762-9352 |
| Fax | 630-587-9170 |
| Office hours | 8:30a.m.-4:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$755.4M▲ 24%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 39%
Larger than 61% of 16,271 advisers
EmployeesTop 20%
More than 80% of 16,825 advisers
Assets under management
$755.4Mregulatory AUM
Discretionary $752.9MNon-discretionary $2.5M