# 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.

- CRD: 158783
- Filed as: SCULATI WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bloomfield Hills, MI
- Filing period: October 2026
- Form ADV filing dated: February 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/158783
- AdvisorCensus page: https://advisorcensus.com/firm/sculati-wealth-management-llc-bloomfield-hills-mi-158783

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated February 16, 2026)

- 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

> First $1 Million 1.00% Next $1 Million .80% Next $1 Million .60% Above $3 Million .40%

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $381,475,086
- Discretionary: $381,475,086
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 245 | $59,216,393 |
| High net worth individuals | 104 | $310,886,066 |
| Charitable organizations | Fewer than 5 | $11,372,627 |

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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, LA, MI, NY, OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- sculatiwealth.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $212,319,427 | 6 | March 22, 2021 |
| October 2022 | $255,273,054 | 6 | March 22, 2022 |
| October 2023 | $240,101,741 | 7 | March 22, 2023 |
| October 2024 | $293,569,198 | 7 | March 25, 2024 |
| October 2025 | $347,231,078 | 6 | April 1, 2025 |
| October 2026 | $381,475,086 | 4 | February 20, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sculati Wealth Management, LLC (CRD 158783): Form ADV filing data as of October 2026.