TOTAL CLARITY WEALTH MANAGEMENT, INC
CRD #142728 SEC #801-67755 ST. CHARLES, IL 630-762-9352
SEC Registered
Total AUM
$607.9M
Discretionary
$605.5M
Employees
20
Clients
1
Accounts
2,412
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $607.9M | $605.5M | $2.4M | 20 | 3 |
| Mar 2025 | $607.9M | $605.5M | $2.4M | 20 | 3 |
| Mar 2025 | $607.9M | $605.5M | $2.4M | 20 | 3 |
| Nov 2024 | $458M | $455.7M | $2.3M | 24 | 6 |
| Jun 2024 | $458M | $455.7M | $2.3M | 24 | 6 |
| Apr 2024 | $458M | $455.7M | $2.3M | 24 | 6 |
| Mar 2024 | $458M | $455.7M | $2.3M | 24 | 6 |
| Jan 2024 | $329.1M | $326.7M | $2.4M | 19 | 8 |
| Jan 2024 | $329.1M | $326.7M | $2.4M | 19 | 8 |
| Nov 2023 | $329.1M | $326.7M | $2.4M | 19 | 8 |
| Nov 2023 | $329.1M | $326.7M | $2.4M | 19 | 8 |
| Aug 2023 | $329.1M | $326.7M | $2.4M | 19 | 8 |
| Mar 2023 | $329.1M | $326.7M | $2.4M | 19 | 8 |
| Mar 2023 | $329.1M | $326.7M | $2.4M | 19 | 8 |
| Nov 2022 | $330.7M | $327.5M | $3.1M | 21 | 18 |
| Oct 2022 | $330.7M | $327.5M | $3.1M | 21 | 18 |
| Mar 2022 | $330.7M | $327.5M | $3.1M | 21 | 18 |
| Mar 2022 | $237M | $237M | $0 | 22 | 12 |
| Feb 2022 | $237M | $237M | $0 | 22 | 12 |
| Oct 2021 | $237M | $237M | $0 | 22 | 12 |
| Jul 2021 | $237M | $237M | $0 | 22 | 12 |
| May 2021 | $237M | $237M | $0 | 22 | 12 |
| Apr 2021 | $237M | $237M | $0 | 22 | 12 |
| Mar 2021 | $237M | $237M | $0 | 22 | 12 |
| Mar 2021 | $237M | $237M | $0 | 22 | 12 |
| Mar 2021 | $208M | $208M | $0 | 20 | 3 |
| Feb 2021 | $208M | $208M | $0 | 20 | 3 |
| Jul 2020 | $208M | $208M | $0 | 20 | 3 |
| Jun 2020 | $208M | $208M | $0 | 20 | 3 |
| Jun 2020 | $208M | $208M | $0 | 20 | 3 |
| Apr 2020 | $208M | $208M | $0 | 20 | 3 |
| Mar 2020 | $208M | $208M | $0 | 20 | 3 |
| Mar 2020 | $208M | $208M | $0 | 20 | 3 |
| Dec 2019 | $170M | $170M | $0 | 13 | 3 |
| Jul 2019 | $170M | $170M | $0 | 13 | 3 |
| Mar 2019 | $170M | $170M | $0 | 13 | 3 |
| Feb 2019 | $224.7M | $203M | $21.7M | 16 | 6 |
| Nov 2018 | $224.7M | $203M | $21.7M | 16 | 6 |
| Jan 2018 | $224.7M | $203M | $21.7M | 16 | 6 |
| Mar 2017 | $198.8M | $168.1M | $30.7M | 17 | 500 |
| Mar 2016 | $190.8M | $161.1M | $29.7M | 17 | 500 |
| Dec 2015 | $167.8M | $120.3M | $47.5M | 15 | 400 |
| Jul 2015 | $167.8M | $120.3M | $47.5M | 15 | 400 |
| Mar 2015 | $167.8M | $120.3M | $47.5M | 15 | 400 |
| Dec 2014 | $153.5M | $89.1M | $64.4M | 14 | 400 |
| Sep 2014 | $153.5M | $89.1M | $64.4M | 14 | 400 |
| Mar 2014 | $153.5M | $89.1M | $64.4M | 14 | 400 |
| Jul 2013 | $121.6M | $65.8M | $55.8M | 14 | 300 |
| Mar 2013 | $121.6M | $65.8M | $55.8M | 14 | 300 |
| Jan 2013 | $105M | $56.6M | $48.4M | 14 | 300 |
| Oct 2012 | $105M | $56.6M | $48.4M | 14 | 300 |
| Jun 2012 | $105M | $56.6M | $48.4M | 11 | 300 |
| Mar 2012 | $105M | $56.6M | $48.4M | 11 | 300 |
| Mar 2011 | $100M | $55M | $45M | -- | -- |
| Mar 2011 | $100M | $55M | $45M | -- | -- |
| Dec 2010 | $88M | $46M | $42M | 10 | -- |
| Mar 2008 | $80M | $47M | $33M | 10 | -- |
| Mar 2007 | $0 | $0 | $0 | 10 | -- |
DateSep 2025
Total AUM$607.9M
Discretionary$605.5M
Non-Disc.$2.4M
Employees20
Clients3
DateMar 2025
Total AUM$607.9M
Discretionary$605.5M
Non-Disc.$2.4M
Employees20
Clients3
DateMar 2025
Total AUM$607.9M
Discretionary$605.5M
Non-Disc.$2.4M
Employees20
Clients3
DateNov 2024
Total AUM$458M
Discretionary$455.7M
Non-Disc.$2.3M
Employees24
Clients6
DateJun 2024
Total AUM$458M
Discretionary$455.7M
Non-Disc.$2.3M
Employees24
Clients6
DateApr 2024
Total AUM$458M
Discretionary$455.7M
Non-Disc.$2.3M
Employees24
Clients6
DateMar 2024
Total AUM$458M
Discretionary$455.7M
Non-Disc.$2.3M
Employees24
Clients6
DateJan 2024
Total AUM$329.1M
Discretionary$326.7M
Non-Disc.$2.4M
Employees19
Clients8
DateJan 2024
Total AUM$329.1M
Discretionary$326.7M
Non-Disc.$2.4M
Employees19
Clients8
DateNov 2023
Total AUM$329.1M
Discretionary$326.7M
Non-Disc.$2.4M
Employees19
Clients8
DateNov 2023
Total AUM$329.1M
Discretionary$326.7M
Non-Disc.$2.4M
Employees19
Clients8
DateAug 2023
Total AUM$329.1M
Discretionary$326.7M
Non-Disc.$2.4M
Employees19
Clients8
DateMar 2023
Total AUM$329.1M
Discretionary$326.7M
Non-Disc.$2.4M
Employees19
Clients8
DateMar 2023
Total AUM$329.1M
Discretionary$326.7M
Non-Disc.$2.4M
Employees19
Clients8
DateNov 2022
Total AUM$330.7M
Discretionary$327.5M
Non-Disc.$3.1M
Employees21
Clients18
DateOct 2022
Total AUM$330.7M
Discretionary$327.5M
Non-Disc.$3.1M
Employees21
Clients18
DateMar 2022
Total AUM$330.7M
Discretionary$327.5M
Non-Disc.$3.1M
Employees21
Clients18
DateMar 2022
Total AUM$237M
Discretionary$237M
Non-Disc.$0
Employees22
Clients12
DateFeb 2022
Total AUM$237M
Discretionary$237M
Non-Disc.$0
Employees22
Clients12
DateOct 2021
Total AUM$237M
Discretionary$237M
Non-Disc.$0
Employees22
Clients12
DateJul 2021
Total AUM$237M
Discretionary$237M
Non-Disc.$0
Employees22
Clients12
DateMay 2021
Total AUM$237M
Discretionary$237M
Non-Disc.$0
Employees22
Clients12
DateApr 2021
Total AUM$237M
Discretionary$237M
Non-Disc.$0
Employees22
Clients12
DateMar 2021
Total AUM$237M
Discretionary$237M
Non-Disc.$0
Employees22
Clients12
DateMar 2021
Total AUM$237M
Discretionary$237M
Non-Disc.$0
Employees22
Clients12
DateMar 2021
Total AUM$208M
Discretionary$208M
Non-Disc.$0
Employees20
Clients3
DateFeb 2021
Total AUM$208M
Discretionary$208M
Non-Disc.$0
Employees20
Clients3
DateJul 2020
Total AUM$208M
Discretionary$208M
Non-Disc.$0
Employees20
Clients3
DateJun 2020
Total AUM$208M
Discretionary$208M
Non-Disc.$0
Employees20
Clients3
DateJun 2020
Total AUM$208M
Discretionary$208M
Non-Disc.$0
Employees20
Clients3
DateApr 2020
Total AUM$208M
Discretionary$208M
Non-Disc.$0
Employees20
Clients3
DateMar 2020
Total AUM$208M
Discretionary$208M
Non-Disc.$0
Employees20
Clients3
DateMar 2020
Total AUM$208M
Discretionary$208M
Non-Disc.$0
Employees20
Clients3
DateDec 2019
Total AUM$170M
Discretionary$170M
Non-Disc.$0
Employees13
Clients3
DateJul 2019
Total AUM$170M
Discretionary$170M
Non-Disc.$0
Employees13
Clients3
DateMar 2019
Total AUM$170M
Discretionary$170M
Non-Disc.$0
Employees13
Clients3
DateFeb 2019
Total AUM$224.7M
Discretionary$203M
Non-Disc.$21.7M
Employees16
Clients6
DateNov 2018
Total AUM$224.7M
Discretionary$203M
Non-Disc.$21.7M
Employees16
Clients6
DateJan 2018
Total AUM$224.7M
Discretionary$203M
Non-Disc.$21.7M
Employees16
Clients6
DateMar 2017
Total AUM$198.8M
Discretionary$168.1M
Non-Disc.$30.7M
Employees17
Clients500
DateMar 2016
Total AUM$190.8M
Discretionary$161.1M
Non-Disc.$29.7M
Employees17
Clients500
DateDec 2015
Total AUM$167.8M
Discretionary$120.3M
Non-Disc.$47.5M
Employees15
Clients400
DateJul 2015
Total AUM$167.8M
Discretionary$120.3M
Non-Disc.$47.5M
Employees15
Clients400
DateMar 2015
Total AUM$167.8M
Discretionary$120.3M
Non-Disc.$47.5M
Employees15
Clients400
DateDec 2014
Total AUM$153.5M
Discretionary$89.1M
Non-Disc.$64.4M
Employees14
Clients400
DateSep 2014
Total AUM$153.5M
Discretionary$89.1M
Non-Disc.$64.4M
Employees14
Clients400
DateMar 2014
Total AUM$153.5M
Discretionary$89.1M
Non-Disc.$64.4M
Employees14
Clients400
DateJul 2013
Total AUM$121.6M
Discretionary$65.8M
Non-Disc.$55.8M
Employees14
Clients300
DateMar 2013
Total AUM$121.6M
Discretionary$65.8M
Non-Disc.$55.8M
Employees14
Clients300
DateJan 2013
Total AUM$105M
Discretionary$56.6M
Non-Disc.$48.4M
Employees14
Clients300
DateOct 2012
Total AUM$105M
Discretionary$56.6M
Non-Disc.$48.4M
Employees14
Clients300
DateJun 2012
Total AUM$105M
Discretionary$56.6M
Non-Disc.$48.4M
Employees11
Clients300
DateMar 2012
Total AUM$105M
Discretionary$56.6M
Non-Disc.$48.4M
Employees11
Clients300
DateMar 2011
Total AUM$100M
Discretionary$55M
Non-Disc.$45M
Employees--
Clients--
DateMar 2011
Total AUM$100M
Discretionary$55M
Non-Disc.$45M
Employees--
Clients--
DateDec 2010
Total AUM$88M
Discretionary$46M
Non-Disc.$42M
Employees10
Clients--
DateMar 2008
Total AUM$80M
Discretionary$47M
Non-Disc.$33M
Employees10
Clients--
DateMar 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--