Advisors at this firm
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.
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.
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.