AdvisorCensus / Financial advisors / Michigan / Detroit / Sculati Wealth Management, LLC
Sculati Wealth Management, LLC is an SEC-registered investment advisory firm in Bloomfield Hills, MI, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 20, 2026.
Quick answers
From the filingHow is Sculati Wealth Management, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Sculati Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management.
What does Sculati Wealth Management, LLC's brochure say about its fees?
Its Form ADV Part 2A brochure dated February 16, 2026 states: Up to $1,000,000: 1% a year; $1,000,000 to $2,000,000: 0.8% a year; $2,000,000 to $3,000,000: 0.6% a year; Above $3,000,000: 0.4% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Sculati Wealth Management, LLC located?
Sculati Wealth Management, LLC's principal office is in Bloomfield Hills, MI, according to its Form ADV.
Is Sculati Wealth Management, LLC registered with the SEC or a state?
Sculati Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 158783.
How much does Sculati Wealth Management, LLC manage?
Sculati Wealth Management, LLC reports $381,475,086 in regulatory assets under management in its Form ADV filing dated February 20, 2026 (100% discretionary).
How have Sculati Wealth Management, LLC's assets and staff changed since 2021?
In the Form ADV data for Sculati Wealth Management, LLC: Regulatory assets under management: $212,319,427 in the October 2021 data and $381,475,086 in the October 2026 data, up 80%. Total employees: 6 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Sculati Wealth Management, LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (245); high net worth individuals (104).
Which custodians does Sculati Wealth Management, LLC use?
Sculati Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Sculati Wealth Management, LLC 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/158783
What changed in Sculati Wealth Management, LLC's recent Form ADV filings?
In the March 2026 filing data: Employees performing advisory functions went from 4 to 3. Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $1,000,000 | 1% |
| $1,000,000 to $2,000,000 | 0.8% |
| $2,000,000 to $3,000,000 | 0.6% |
| Above $3,000,000 | 0.4% |
The brochure's wording
First $1 Million 1.00% Next $1 Million .80% Next $1 Million .60% Above $3 Million .40%
As stated in the firm's Form ADV Part 2A brochure dated February 16, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$381,475,086 as of October 2026, filing dated February 20, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2018 (8 years)
- Employees
- Total: 4. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
7 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $381,475,086 | 4 | February 20, 2026 |
| October 2025 | $347,231,078 | 6 | April 1, 2025 |
| October 2024 | $293,569,198 | 7 | March 25, 2024 |
| October 2023 | $240,101,741 | 7 | March 22, 2023 |
| October 2022 | $255,273,054 | 6 | March 22, 2022 |
| October 2021 | $212,319,427 | 6 | March 22, 2021 |
Regulatory assets under management: $212,319,427 in the October 2021 data and $381,475,086 in the October 2026 data, up 80%.
Total employees: 6 in October 2021 and 4 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- March 2026
- Employees performing advisory functions went from 4 to 3.
- Updated its list of owners and control persons (Schedule A).
- January 2026
- No longer registered or notice-filed in AZ, CO.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Sculati Wealth Management, LLC (CRD 158783): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/sculati-wealth-management-llc-bloomfield-hills-mi-158783