Sculati Wealth Management, LLC logo

Sculati Wealth Management, LLC

Updated today

Client assets under management

$370,102,459

Clients

349

30% high-net worth

Advisors

3

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

116

Very High

Average account size

$1,060,465

About

Sculati Wealth Management provides personalized financial planning and discretionary wealth management to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, pension and profit‑sharing plans, and small businesses. The firm operates as a fee‑only adviser and, according to its brochure, includes a financial plan at no additional cost for all fee‑only clients and for prospective fee‑only clients who complete the planning process.

The firm generally implements client strategies under written Investment Policy Statements tied to clients’ financial plans, conducts quarterly (and as‑needed) account reviews, and uses a mix of fundamental, technical/charting, and cyclical analysis to select individual stocks, bonds, mutual funds and money market funds. Sculati offers access to third‑party separately managed accounts (stating it receives no compensation or affiliation for those SMAs), provides general guidance on cryptocurrency risks but does not invest client assets in cryptocurrencies, and does not use performance‑based fee arrangements.

Noteworthy operational features disclosed in the brochure include managing about $381 million with a compact advisory team (three advisors and four advisory personnel), which combines institutional‑sized AUM with a small staff—an arrangement that is less common among similarly supported firms. The firm also negotiates custodial relationships and commission arrangements, is treated as having limited custody for fee withdrawals, and does not vote proxies on clients’ behalf, leaving proxy voting responsibility to clients.

Client services

Financial planning Portfolio management

Expertise

College savings (529s, UTMA, etc.) General estate planning guidance General tax planning Wealth management

Fee options

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $3,000,000: 0.60% $3,000,001+: 0.40%

Other

Account minimum: $500,000 Minimum fee: $5,000 minimum annual fee (negotiable) Fee-only: Fee-only wealth management; no commissions accepted.

Main office location

Sculati Wealth Management, LLC

7457 Franklin Road, Suite 222

Bloomfield Hills MI 48301, United States

Number of offices

1

Most active in

California · Florida · Louisiana · Michigan · New York · Ohio · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

David S

Series 63, Series 65

Bloomfield Hills, MI

Sculati Wealth Management, LLC

David Sculati is a financial advisor at Sculati Wealth Management, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Sculati Wealth Management since 2012. The firm is a fee-only advisory serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and small businesses. It manages approximately $347 million for around 367 clients through a team of four advisers, employing a blend of fundamental, technical, and cyclical analysis to build portfolios that typically include individual stocks, bonds, mutual funds, and third-party separately managed accounts.

College savings (529s, UTMA, etc.) General estate planning guidance General tax planning Wealth management
user avatar

Nathan H

CFP®, Series 65

Bloomfield Hills, MI

Sculati Wealth Management, LLC

Nathan Hawrot is a CFP® professional with 13 years of industry experience, currently serving at Sculati Wealth Management, LLC since 2012. He holds a Series 65 license and works out of Bloomfield Hills, MI. Sculati Wealth Management is a fee-only advisory firm that serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and small businesses. The firm employs a blend of fundamental, technical, and cyclical analysis in portfolio construction and offers complimentary financial planning to both clients and prospects.

College savings (529s, UTMA, etc.) General estate planning guidance General tax planning Wealth management
user avatar

Alan G

Series 63, Series 65

Bloomfield Hills, MI

Sculati Wealth Management, LLC

Alan Gildenberg is a financial advisor at Sculati Wealth Management, LLC with 32 years of industry experience. He has held roles at Sculati Wealth Management since 2017 and previously worked at Stifel Nicolaus & Co Inc from 2013 to 2017. Outside of advisory work, he is involved in business strategy and management for a roofing company and a sports management firm, and he advises an event planning company. Sculati Wealth Management is a fee-only advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and small businesses. The firm employs a blend of fundamental, technical, and cyclical analysis to build portfolios and routinely provides complimentary financial planning to clients and prospects.

College savings (529s, UTMA, etc.) General estate planning guidance General tax planning Wealth management
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