SCHIAVI & COMPANY LLC
Legal name: CLARITI WEALTH ADVISORS
CRD #104804 SEC #801-18338 WILMINGTON, DE 302-994-4444
SEC Registered
Total AUM
$622.2M
Discretionary
$500.9M
Employees
10
Clients
101
Accounts
1,265
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $622.2M | $500.9M | $121.3M | 10 | 10 |
| Mar 2025 | $622.2M | $500.9M | $121.3M | 10 | 10 |
| Mar 2025 | $622.2M | $500.9M | $121.3M | 10 | 10 |
| Mar 2025 | $622.2M | $500.9M | $121.3M | 10 | 10 |
| Dec 2024 | $565.8M | $451.2M | $114.6M | 10 | 8 |
| Dec 2024 | $565.8M | $451.2M | $114.6M | 10 | 8 |
| Mar 2024 | $565.8M | $451.2M | $114.6M | 10 | 8 |
| Mar 2024 | $565.8M | $451.2M | $114.6M | 10 | 8 |
| Mar 2023 | $506.7M | $412.1M | $94.6M | 12 | 10 |
| Mar 2023 | $506.7M | $412.1M | $94.6M | 12 | 10 |
| Oct 2022 | $491M | $410M | $81M | 11 | 10 |
| Mar 2022 | $491M | $410M | $81M | 11 | 10 |
| Jun 2021 | $449.6M | $367M | $82.6M | 9 | 15 |
| Jun 2021 | $449.6M | $367M | $82.6M | 9 | 15 |
| Mar 2021 | $449.6M | $367M | $82.6M | 9 | 15 |
| Mar 2021 | $449.6M | $367M | $82.6M | 9 | 15 |
| Jul 2020 | $454.9M | $398.6M | $56.3M | 9 | 21 |
| Jun 2020 | $454.9M | $398.6M | $56.3M | 9 | 21 |
| Mar 2020 | $454.9M | $398.6M | $56.3M | 9 | 21 |
| Mar 2019 | $395.4M | $343.2M | $52.3M | 9 | 9 |
| Mar 2018 | $404.1M | $381M | $23.1M | 9 | 20 |
| Apr 2017 | $350.4M | $330.2M | $20.2M | 8 | 200 |
| Mar 2017 | $350.4M | $330.2M | $20.2M | 8 | 200 |
| Aug 2016 | $331M | $275.1M | $55.8M | 7 | 200 |
| Aug 2016 | $331M | $275.1M | $55.8M | 7 | 200 |
| Mar 2016 | $331M | $275.1M | $55.8M | 7 | 200 |
| Mar 2015 | $337.3M | $294M | $43.3M | 7 | 200 |
| Apr 2014 | $323.3M | $275M | $48.3M | 8 | 200 |
| Mar 2014 | $336.9M | $275.8M | $61.1M | 8 | 200 |
| Mar 2013 | $317.8M | $266.1M | $51.7M | 8 | 200 |
| Oct 2012 | $301.2M | $246.7M | $54.5M | 6 | 200 |
| Mar 2012 | $301.2M | $246.7M | $54.5M | 6 | 200 |
| Apr 2011 | $257.4M | $204.8M | $52.6M | 10 | -- |
| Apr 2011 | $257.4M | $204.8M | $52.6M | 10 | -- |
| Mar 2011 | $257.4M | $204.8M | $52.6M | 10 | -- |
| Mar 2010 | $223.3M | $165.1M | $58.2M | 10 | -- |
| Mar 2008 | $220.1M | $0 | $220.1M | 10 | -- |
| Aug 2007 | $200.4M | $0 | $200.4M | 10 | -- |
| Feb 2007 | $200.4M | $0 | $200.4M | 10 | -- |
| Dec 2006 | $150.2M | $0 | $150.2M | 10 | -- |
| Mar 2006 | $150.2M | $0 | $150.2M | 10 | -- |
| Mar 2002 | $95.1M | $0 | $95.1M | 5 | -- |
DateJun 2025
Total AUM$622.2M
Discretionary$500.9M
Non-Disc.$121.3M
Employees10
Clients10
DateMar 2025
Total AUM$622.2M
Discretionary$500.9M
Non-Disc.$121.3M
Employees10
Clients10
DateMar 2025
Total AUM$622.2M
Discretionary$500.9M
Non-Disc.$121.3M
Employees10
Clients10
DateMar 2025
Total AUM$622.2M
Discretionary$500.9M
Non-Disc.$121.3M
Employees10
Clients10
DateDec 2024
Total AUM$565.8M
Discretionary$451.2M
Non-Disc.$114.6M
Employees10
Clients8
DateDec 2024
Total AUM$565.8M
Discretionary$451.2M
Non-Disc.$114.6M
Employees10
Clients8
DateMar 2024
Total AUM$565.8M
Discretionary$451.2M
Non-Disc.$114.6M
Employees10
Clients8
DateMar 2024
Total AUM$565.8M
Discretionary$451.2M
Non-Disc.$114.6M
Employees10
Clients8
DateMar 2023
Total AUM$506.7M
Discretionary$412.1M
Non-Disc.$94.6M
Employees12
Clients10
DateMar 2023
Total AUM$506.7M
Discretionary$412.1M
Non-Disc.$94.6M
Employees12
Clients10
DateOct 2022
Total AUM$491M
Discretionary$410M
Non-Disc.$81M
Employees11
Clients10
DateMar 2022
Total AUM$491M
Discretionary$410M
Non-Disc.$81M
Employees11
Clients10
DateJun 2021
Total AUM$449.6M
Discretionary$367M
Non-Disc.$82.6M
Employees9
Clients15
DateJun 2021
Total AUM$449.6M
Discretionary$367M
Non-Disc.$82.6M
Employees9
Clients15
DateMar 2021
Total AUM$449.6M
Discretionary$367M
Non-Disc.$82.6M
Employees9
Clients15
DateMar 2021
Total AUM$449.6M
Discretionary$367M
Non-Disc.$82.6M
Employees9
Clients15
DateJul 2020
Total AUM$454.9M
Discretionary$398.6M
Non-Disc.$56.3M
Employees9
Clients21
DateJun 2020
Total AUM$454.9M
Discretionary$398.6M
Non-Disc.$56.3M
Employees9
Clients21
DateMar 2020
Total AUM$454.9M
Discretionary$398.6M
Non-Disc.$56.3M
Employees9
Clients21
DateMar 2019
Total AUM$395.4M
Discretionary$343.2M
Non-Disc.$52.3M
Employees9
Clients9
DateMar 2018
Total AUM$404.1M
Discretionary$381M
Non-Disc.$23.1M
Employees9
Clients20
DateApr 2017
Total AUM$350.4M
Discretionary$330.2M
Non-Disc.$20.2M
Employees8
Clients200
DateMar 2017
Total AUM$350.4M
Discretionary$330.2M
Non-Disc.$20.2M
Employees8
Clients200
DateAug 2016
Total AUM$331M
Discretionary$275.1M
Non-Disc.$55.8M
Employees7
Clients200
DateAug 2016
Total AUM$331M
Discretionary$275.1M
Non-Disc.$55.8M
Employees7
Clients200
DateMar 2016
Total AUM$331M
Discretionary$275.1M
Non-Disc.$55.8M
Employees7
Clients200
DateMar 2015
Total AUM$337.3M
Discretionary$294M
Non-Disc.$43.3M
Employees7
Clients200
DateApr 2014
Total AUM$323.3M
Discretionary$275M
Non-Disc.$48.3M
Employees8
Clients200
DateMar 2014
Total AUM$336.9M
Discretionary$275.8M
Non-Disc.$61.1M
Employees8
Clients200
DateMar 2013
Total AUM$317.8M
Discretionary$266.1M
Non-Disc.$51.7M
Employees8
Clients200
DateOct 2012
Total AUM$301.2M
Discretionary$246.7M
Non-Disc.$54.5M
Employees6
Clients200
DateMar 2012
Total AUM$301.2M
Discretionary$246.7M
Non-Disc.$54.5M
Employees6
Clients200
DateApr 2011
Total AUM$257.4M
Discretionary$204.8M
Non-Disc.$52.6M
Employees10
Clients--
DateApr 2011
Total AUM$257.4M
Discretionary$204.8M
Non-Disc.$52.6M
Employees10
Clients--
DateMar 2011
Total AUM$257.4M
Discretionary$204.8M
Non-Disc.$52.6M
Employees10
Clients--
DateMar 2010
Total AUM$223.3M
Discretionary$165.1M
Non-Disc.$58.2M
Employees10
Clients--
DateMar 2008
Total AUM$220.1M
Discretionary$0
Non-Disc.$220.1M
Employees10
Clients--
DateAug 2007
Total AUM$200.4M
Discretionary$0
Non-Disc.$200.4M
Employees10
Clients--
DateFeb 2007
Total AUM$200.4M
Discretionary$0
Non-Disc.$200.4M
Employees10
Clients--
DateDec 2006
Total AUM$150.2M
Discretionary$0
Non-Disc.$150.2M
Employees10
Clients--
DateMar 2006
Total AUM$150.2M
Discretionary$0
Non-Disc.$150.2M
Employees10
Clients--
DateMar 2002
Total AUM$95.1M
Discretionary$0
Non-Disc.$95.1M
Employees5
Clients--