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TOTAL CLARITY WEALTH MANAGEMENT, INC

ST. CHARLES, IL · CRD 142728 · IAPD ↗ · 630-762-9352

$755.4MRegulatory AUM
20Advisory reps
26Employees
7Clients
1-10Planning clients
0Private funds
24States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
August 2026 — TOTAL CLARITY WEALTH MANAGEMENT, INC notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2026 — TOTAL CLARITY WEALTH MANAGEMENT, INC added office(s): 10 -> 11 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
December 2025 — TOTAL CLARITY WEALTH MANAGEMENT, INC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2025 — TOTAL CLARITY WEALTH MANAGEMENT, INC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2025 — TOTAL CLARITY WEALTH MANAGEMENT, INC crossed $500M in regulatory AUM ($458.0M -> $607.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
July 2024 — TOTAL CLARITY WEALTH MANAGEMENT, INC notice-filed in MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
May 2024 — TOTAL CLARITY WEALTH MANAGEMENT, INC notice-filed in MI, NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2024 — TOTAL CLARITY WEALTH MANAGEMENT, INC added office(s): 10 -> 13 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
April 2024 — TOTAL CLARITY WEALTH MANAGEMENT, INC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
65
April 2024 — TOTAL CLARITY WEALTH MANAGEMENT, INC reported RAUM up 39% ($329.1M -> $458.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
77
April 2024 — TOTAL CLARITY WEALTH MANAGEMENT, INC grew from 14 to 23 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
49
February 2024 — TOTAL CLARITY WEALTH MANAGEMENT, INC notice-filed in AL, MN, NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
February 2024 — TOTAL CLARITY WEALTH MANAGEMENT, INC added office(s): 5 -> 10 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.