Total Clarity Wealth Management, Inc
- Regulatory AUM
- $755M
- Discretionary
- $753M
- Clients
- 1,038
- Avg AUM / client
- $728K
- Accounts
- 2,569
- Employees
- 26
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 778 | $232M | 30.7% |
| High net worth individuals | 254 | $523M | 69.2% |
| Charitable organizations | 1 | $116K | 0.02% |
| Corporations and other businesses | 5 | $712K | 0.09% |
People (23)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jeanne Marie Tackett | Chief Compliance Officer/Vice President Of Operations | Jul 2006 (20y) | 5% – 10% | |
| Terrance Patrick Murphy | President | CFP | Jul 2006 (20y) | 5% – 10% |
| David Jenner Hubbard | Director Of The Board | Mar 2015 (11y) | 75% or more | |
| Brent Daniel Fields | Registered representative | CFP | Apr 2007 (19y) | |
| Douglas Edward Glick | Registered representative | Apr 2007 (19y) | ||
| Christopher Ryan Vivian | Registered representative | Oct 2011 (15y) | ||
| Michael Loren Walschot | Registered representative | Jan 2012 (15y) | ||
| Maria Rutt Wilson | Registered representative | CFP | Feb 2012 (14y) | |
| Thomas Castronovo | Registered representative | Feb 2015 (12y) | ||
| Kathleen Panek Rickerson | Registered representative | Jun 2020 (6y) | ||
| Anne Marie Woodrich | Registered representative | Jul 2020 (6y) | ||
| Nicole A. Piton | Registered representative | CFP | May 2021 (5y) | |
| Robert C Piton | Registered representative | CFA | May 2021 (5y) | |
| Brendan Richard Kaar | Registered representative | CFA | Feb 2022 (4y) | |
| Vanessa Croessmann | Registered representative | Jan 2023 (4y) | ||
| Kristina Lee Tenney Gatto | Registered representative | Apr 2023 (3y) | ||
| Casey W Moss | Registered representative | Dec 2023 (3y) | ||
| David William Chadwick | Registered representative | CFP | Dec 2023 (3y) | |
| Matthew John Fountain | Registered representative | CFP | Dec 2023 (3y) | |
| Brendan Michael Krahl | Registered representative | Dec 2023 (3y) | ||
| John J Long | Registered representative | Dec 2023 (3y) | ||
| David Scott Hogaboom | Registered representative | Jan 2024 (3y) | ||
| Martin John Fogarty | Registered representative | Apr 2024 (2y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (2 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/20/2026 | 1.1 MB | View · PDF · Source ↗ |
| Form ADV (full filing) | 03/16/2026 | 1.11 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • PER PROJECT FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $458M (61% of AUM) Jul 2026
- LPL Financial $293M (39% of AUM) Jul 2026
- Pershing $224M (100% of AUM) Jan 2018
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 20, 2026.
View current Form ADV (SEC/IAPD) ↗