# Clariti Wealth Advisors

> Clariti Wealth Advisors is an SEC-registered investment advisory firm in Wilmington, DE, registered since 1983, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 16, 2026.

- CRD: 104804
- Filed as: CLARITI WEALTH ADVISORS
- Legal name: Schiavi & Company LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Wilmington, DE
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/104804
- AdvisorCensus page: https://advisorcensus.com/firm/clariti-wealth-advisors-wilmington-de-104804

## Quick answers

**How is Clariti Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Clariti Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Clariti Wealth Advisors located?**
Clariti Wealth Advisors' principal office is in Wilmington, DE, according to its Form ADV.

**Is Clariti Wealth Advisors registered with the SEC or a state?**
Clariti Wealth Advisors is an SEC-registered investment advisory firm, registered since 1983. Status as filed: Approved. CRD 104804.

**How much does Clariti Wealth Advisors manage?**
Clariti Wealth Advisors reports $797,577,542 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (76% discretionary).

**How have Clariti Wealth Advisors' assets and staff changed since 2021?**
In the Form ADV data for Clariti Wealth Advisors: Regulatory assets under management: $449,609,482 in the October 2021 data and $797,577,542 in the October 2026 data, up 77%. Total employees: 9 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Clariti Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (195); individuals (other than high net worth individuals) (55); other (13).

**Which custodians does Clariti Wealth Advisors use?**
Clariti Wealth Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Clariti Wealth Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/104804

**What changed in Clariti Wealth Advisors' recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $622,223,185 to $797,577,542 (+28%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $797,577,542
- Discretionary: $605,847,587
- Non-discretionary: $191,729,955

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 55 | $39,260,577 |
| High net worth individuals | 195 | $714,104,250 |
| Charitable organizations | Fewer than 5 | $5,743,490 |
| Corporations or other businesses not listed above | Fewer than 5 | $973,766 |
| Other | 13 | $37,495,459 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1983 (43 years)
- Employees: 10 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, DE, FL, MD, NH, NJ, NY, PA, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- claritiwealth.com
- Facebook @ClaritiWealth
- LinkedIn @clariti-wealth
- X @ClaritiWealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $449,609,482 | 9 | June 24, 2021 |
| October 2022 | $491,028,007 | 11 | March 26, 2022 |
| October 2023 | $506,749,502 | 12 | March 24, 2023 |
| October 2024 | $565,760,922 | 10 | March 15, 2024 |
| October 2025 | $622,223,185 | 10 | June 11, 2025 |
| October 2026 | $797,577,542 | 10 | March 16, 2026 |

Regulatory assets under management: $449,609,482 in the October 2021 data and $797,577,542 in the October 2026 data, up 77%.
Total employees: 9 in October 2021 and 10 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $622,223,185 to $797,577,542 (+28%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Clariti Wealth Advisors (CRD 104804): Form ADV filing data as of October 2026.