SourcingSourcing

SCULATI WEALTH MANAGEMENT, LLC

C48
CRD 158783·SEC 801-112320·BLOOMFIELD HILLS, MI
AUM
$381.5M
$100M-$500M
Est. Revenue
$3.8M
@ 1% on AUM
Est. EBITDA
$1.1M
@ 30% margin
Est. Deal Value
$9.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SCULATI WEALTH MANAGEMENT, LLC
CRD
158783
SEC file #
801-112320
EIN
452831453
DBA names
—

Economics

AUM
$381.5M
AUM band
$100M-$500M
AUM trajectory
'20'26
$150.5M → $381.5M▲ +153%
Client mix
Individuals Other245
Individuals High Net Worth104

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
4 advisors → 3 advisors▼ -25%
Primary office
BLOOMFIELD HILLS MI
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
02/20/2026
ADV-W filed at
—
Website
sculatiwealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SCULATI, DAVID, JOHN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
SCULATI, DAVID, JOHN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
SCULATIWEALTH.COM
Rdap Domain Creation Date
2014-10-24T14:40:03Z
Rdap Firm Age Years
12
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001803397
Edgar Registered
Yes
Edgar Filing Count
30
Edgar First Filing Date
2020-02-13
Edgar Last Filing Date
2026-04-09
Edgar 13f Count
28
Edgar 13f Latest AUM Estimate
Filing Date2026-04-09
Accession0001803397-26-000004

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
7457 FRANKLIN ROAD, SUITE 222BLOOMFIELD HILLS, MI 48301
Business
7457 FRANKLIN ROAD, SUITE 222BLOOMFIELD HILLS, MI 48301
Edgar EIN
452831453
Edgar Recent Filings
13F-HR2026-04-09 · 0001803397-26-000004
13F-HR2026-02-05 · 0001803397-26-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2034-10-24T14:40:03Z
Rdap Domain Last Changed
2025-12-30T22:41:31Z
Rdap Nameservers
Ns33.domaincontrol.comNs34.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2803421
Trust Company Affiliate
No

People (3)

3
SCULATI, DAVID, JOHN
IAR · Direct Owner · 87.5%
2803421
NATHAN AARON HAWROT
IAR
6032364
ALAN ASHLEY GILDENBERG
IAR
2146822