Sculati Wealth Management, Llc
- Regulatory AUM
- $381M
- Discretionary
- $381M
- Clients
- 349
- Avg AUM / client
- $1.1M
- Accounts
- 1,055
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 20, 2026
Investments (13F portfolio — 116 positions, $270,909,350)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del | CL B NEW | $23,569,452 | 49,185 | 8.7% | 6.18% |
| 2 | Ishares Tr | RUS TP200 GR ETF | $14,554,900 | 58,491 | 5.37% | 3.82% |
| 3 | Apple Inc | COM | $12,549,606 | 49,449 | 4.63% | 3.29% |
| 4 | Fidelity Covington Trust | HIGH DIVID ETF | $10,226,029 | 185,120 | 3.77% | 2.68% |
| 5 | Ishares Tr | MSCI USA QLT FCT | $8,910,917 | 46,457 | 3.29% | 2.34% |
| 6 | Dimensional Etf Trust | INTERNATNAL VAL | $7,519,408 | 142,467 | 2.78% | 1.97% |
| 7 | Amazon Com Inc | COM | $7,472,936 | 35,881 | 2.76% | 1.96% |
| 8 | Microsoft Corp | COM | $6,790,769 | 18,345 | 2.51% | 1.78% |
| 9 | Blackrock Etf Trust | ISHARES US EQUIT | $6,723,106 | 115,557 | 2.48% | 1.76% |
| 10 | Ishares Tr | CORE MSCI EAFE | $6,707,006 | 74,086 | 2.48% | 1.76% |
| 11 | Alphabet Inc | CAP STK CL C | $6,344,196 | 22,116 | 2.34% | 1.66% |
| 12 | Goldman Sachs Group Inc | COM | $5,983,687 | 7,073 | 2.21% | 1.57% |
| 13 | Jpmorgan Chase & Co | COM | $5,091,321 | 17,308 | 1.88% | 1.33% |
| 14 | Morgan Stanley | COM NEW | $5,068,262 | 30,797 | 1.87% | 1.33% |
| 15 | Meta Platforms Inc | CL A | $4,503,807 | 7,872 | 1.66% | 1.18% |
| 16 | Dimensional Etf Trust | EMGR CRE EQT MNG | $4,487,263 | 132,524 | 1.66% | 1.18% |
| 17 | Vanguard Wellington Fd | US MINIMUM | $4,446,152 | 33,372 | 1.64% | 1.17% |
| 18 | Johnson & Johnson | COM | $3,837,713 | 15,700 | 1.42% | 1.01% |
| 19 | Ishares Tr | CORE S&P500 ETF | $3,779,473 | 5,786 | 1.4% | 0.99% |
| 20 | Oracle Corp | COM | $3,774,695 | 25,659 | 1.39% | 0.99% |
| 21 | Chevron Corporation | COM | $3,770,443 | 18,224 | 1.39% | 0.99% |
| 22 | Schwab Charles Corp | COM | $3,661,444 | 38,960 | 1.35% | 0.96% |
| 23 | American Centy Etf Tr | US SML CP VALU | $3,595,357 | 32,546 | 1.33% | 0.94% |
| 24 | Costco Wholesale Corporation | COM | $3,227,437 | 3,239 | 1.19% | 0.85% |
| 25 | Alphabet Inc | CAP STK CL A | $3,170,349 | 11,025 | 1.17% | 0.83% |
Top 25 of 116 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 245 | $59.2M | 15.5% |
| High net worth individuals | 104 | $311M | 81.5% |
| Charitable organizations | Fewer than 5 clients | $11.4M | 2.98% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David John Sculati | President | Jul 2011 (15y) | 75% or more | |
| Nathan Aaron Hawrot | Chief Compliance Officer | CFP | Jan 2017 (10y) | Less than 5% |
| Alan Ashley Gildenberg | Registered representative | Apr 2018 (8y) | ||
| Douglas Zane Wickham | Registered representative | Jul 2026 (0y) |
Undisclosed: 0% – 25% 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 (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/20/2026 | 908 KB | 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $384M (101% of AUM) Feb 2026
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: Feb 20, 2026.
View current Form ADV (SEC/IAPD) ↗