TOTAL CLARITY WEALTH MANAGEMENT, INC
C48
CRD 142728·SEC 801-67755·ST. CHARLES, IL
AUM
$755.4M
$500M-$1B
Est. Revenue
$7.6M
@ 1% on AUM
Est. EBITDA
$2.3M
@ 30% margin
Est. Deal Value
$18.1M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $170.0M
'21 · $208.0M
'22 · $237.0M
'23 · $330.6M
'25 · $607.9M
'26 · $755.4M
'20'26
$170.0M → $755.4M▲ +344%
Client mix
| Individuals Other | 778 |
| Individuals High Net Worth | 254 |
| Corporations | 5 |
| Charitable Organizations | 1 |
Operations
Advisory staff (5-yr trend)
'20 · 11 advisors
'21 · 13 advisors
'22 · 18 advisors
'23 · 18 advisors
'25 · 20 advisors
'26 · 20 advisors
'20'26
11 advisors → 20 advisors▲ +82%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsEducational Seminars WorkshopsOther Advisory Services
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (17)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
525 TYLER ROADSUITE TST. CHARLES, IL 60174
Business
525 TYLER ROADSUITE TST. CHARLES, IL 60174
Edgar Recent Filings
13F-HR2026-04-17 · 0001804909-26-000002
13F-HR2026-02-02 · 0001804909-26-000001
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited