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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CLARITI WEALTH ADVISORS

SCHIAVI & COMPANY LLC, CRD 104804

WILMINGTON, DE

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:33195c87-da3f-d322-4fa2-9bf27f30dd2b

Data as of Mar 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 5
On other graphs: 0
Observed: Mar 2, 2012 to Mar 16, 2026
38 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.94 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $798MItem 5.F on the latest filing (2026-03-16); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $606M
Private client RAUM: $753MderivedItem 5.D individuals plus high net worth individuals
Private client share: 94%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $133Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 10
Advisory employees: 6
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,330
Individual clients: 55
High net worth clients: 195
Custody, client assets: $500M
SEC number: 801-18338
CIK: 1840014
CRD: 104804
Filings on the tape: 38
First filed: Mar 2, 2012
Latest filed: Mar 16, 2026
Organised: Limited Liability Company, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
RAVI PRAVIN DATTANI	Certified Financial Planner	WILMINGTON, DE	6	29	n/a	no
JOHN CARMEN MELASECCA	Certified Financial Planner	WILMINGTON, DE	6	29	1	no
RYAN GREGORY CROSS	Certified Financial Planner	WILMINGTON, DE	6	24	n/a	no
Karen R. Malchione	n/a	WILMINGTON, DE	5	27	n/a	no
GERALD RAUL SNYDER	n/a	WILMINGTON, DE	5	32	6	no
Ethan William Whittaker	n/a	WILMINGTON, DE \| Wilmington, DE	1	9	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CROSS, RYAN, GREGORY	CHIEF COMPLIANCE OFFICER/MEMBER	Na	yes	02/2020	Mar 26, 2020	Dec 26, 2024
CROSS, RYAN, GREGORY	Owner	E	yes	02/2020	Mar 26, 2020	Dec 26, 2024
DATTANI, RAVI, PRAVIN	Shareholder	E	yes	02/2006	Mar 2, 2012	Dec 26, 2024
DATTANI, RAVI, PRAVIN	PRESIDENT/MANAGING MEMBER	Na	yes	02/2020	Mar 2, 2012	Dec 26, 2024
JCM3 CORP.	OWNERSHIP ENTITY	B	yes	02/2020	Jul 28, 2020	Dec 26, 2024
LL CROSS CORP.	OWNERSHIP ENTITY	B	yes	02/2020	Jul 28, 2020	Dec 26, 2024
MELASECCA, JOHN, CARMEN	Owner	E	yes	02/2020	Jul 28, 2020	Dec 26, 2024
RIA HOLDINGS CORP.	OWNERSHIP ENTITY	D	yes	02/2020	Mar 19, 2019	Dec 26, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 16, 2026	$798M	$606M	10	6	1	n/a	n/a
2024	Mar 27, 2025	$622M	$501M	10	6	1	n/a	n/a
2023	Mar 14, 2024	$566M	$451M	10	6	1	n/a	n/a
2022	Mar 23, 2023	$507M	$412M	12	8	4	n/a	n/a
2021	Mar 25, 2022	$491M	$410M	11	8	3	n/a	n/a
2020	Mar 18, 2021	$450M	$367M	9	5	0	n/a	n/a
2019	Mar 26, 2020	$455M	$399M	9	6	0	n/a	n/a
2018	Mar 19, 2019	$395M	$343M	9	6	0	n/a	n/a
2017	Mar 5, 2018	$404M	$381M	9	5	0	n/a	n/a
2016	Mar 15, 2017	$350M	$330M	8	4	n/a	n/a	n/a
2015	Mar 16, 2016	$331M	$275M	7	4	n/a	n/a	n/a
2014	Mar 11, 2015	$337M	$294M	7	4	n/a	n/a	n/a
2013	Mar 25, 2014	$337M	$276M	8	5	n/a	n/a	n/a
2012	Mar 19, 2013	$318M	$266M	8	5	n/a	n/a	n/a
2011	Mar 2, 2012	$301M	$247M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$798M	$622M	28.2%	$507M	16.3%	10	10	1	1

Relationships

Registered with (7)

← Ethan William WhittakerAdvisorregistration: current employment
Oct 11, 2024 to presentfactForm ADV
← GERALD RAUL SNYDERAdvisorregistration: current employment
Jan 5, 2021 to presentfactForm ADV
← Karen R. MalchioneAdvisorregistration: current employment
Nov 18, 2020 to presentfactForm ADV
← JOHN CARMEN MELASECCAAdvisorregistration: current employment
May 18, 2020 to presentfactForm ADV
← RYAN GREGORY CROSSAdvisorregistration: current employment
May 18, 2020 to presentfactForm ADV
← RAVI PRAVIN DATTANIAdvisorregistration: current employment
May 4, 2020 to presentfactForm ADV
← MICHAEL WILLIAM SHONEAdvisorregistration: previous registration
Jan 6, 2022 to Jun 30, 2023factForm ADV

Controls (6)

← DATTANI, RAVI, PRAVINOwnerSHAREHOLDER, ownership code E, individual
Mar 2, 2012 to Dec 26, 2024factForm ADV
← MELASECCA, JOHN, CARMENOwnerOWNER, ownership code E, individual
Jul 28, 2020 to Dec 26, 2024factForm ADV
← CROSS, RYAN, GREGORYOwnerOWNER, ownership code E, individual
Mar 26, 2020 to Dec 26, 2024factForm ADV
← JCM3 CORP.OwnerOWNERSHIP ENTITY, ownership code B, domestic entity
Jul 28, 2020 to Dec 26, 2024factForm ADV
← LL CROSS CORP.OwnerOWNERSHIP ENTITY, ownership code B, domestic entity
Jul 28, 2020 to Dec 26, 2024factForm ADV
← RIA HOLDINGS CORP.OwnerOWNERSHIP ENTITY, ownership code D, domestic entity
Mar 19, 2019 to Dec 26, 2024factForm ADV

Dated events

Occurred
Mar 16, 2026
Regulatory AUM changed
Clariti Wealth Advisors reported RAUM $797.6M, up 28% from $622.2M (2025-06-11 to 2026-03-16)
Form ADVobserved 6 days ago
$175M
Occurred
Jun 30, 2023
Advisor changed firm
Michael William Shone left Clariti Wealth Advisors for Operose Advisors Llc (registered 2025-06-05)
Form ADVobserved 6 days ago
Occurred
Jul 28, 2020
Control person joined
Carmen John Melasecca (Owner) appeared on Schedule A of Clariti Wealth Advisors
Form ADVobserved 6 days ago
Occurred
Mar 26, 2020
Control person left
Alfred Vincent Schiavi (President/Chief Compliance Officer/Managing Member) no longer on Schedule A of Clariti Wealth Advisors (listed 2019-03-19, absent 2020-03-26)
Form ADVobserved 6 days ago
Occurred
Mar 26, 2020
Control person joined
Gregory Ryan Cross (Chief Compliance Officer) appeared on Schedule A of Clariti Wealth Advisors
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:33195c87-da3f-d322-4fa2-9bf27f30dd2b
First observed: Mar 2, 2012
Last observed: Mar 16, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CLARITI WEALTH ADVISORS

SCHIAVI & COMPANY LLC, CRD 104804

WILMINGTON, DE

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:33195c87-da3f-d322-4fa2-9bf27f30dd2b

Data as of Mar 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:46 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

RAVI PRAVIN DATTANI

Certified Financial Planner

WILMINGTON, DE

n/a

JOHN CARMEN MELASECCA

Certified Financial Planner

WILMINGTON, DE

RYAN GREGORY CROSS

Certified Financial Planner

WILMINGTON, DE

n/a

Karen R. Malchione

n/a

WILMINGTON, DE

n/a

GERALD RAUL SNYDER

n/a

WILMINGTON, DE

Ethan William Whittaker

n/a

WILMINGTON, DE | Wilmington, DE

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CROSS, RYAN, GREGORY

CHIEF COMPLIANCE OFFICER/MEMBER

yes

02/2020

Mar 26, 2020

Dec 26, 2024

CROSS, RYAN, GREGORY

Owner

yes

02/2020

Mar 26, 2020

Dec 26, 2024

DATTANI, RAVI, PRAVIN

Shareholder

yes

02/2006

Mar 2, 2012

Dec 26, 2024

DATTANI, RAVI, PRAVIN

PRESIDENT/MANAGING MEMBER

yes

02/2020

Mar 2, 2012

Dec 26, 2024

JCM3 CORP.

OWNERSHIP ENTITY

yes

02/2020

Jul 28, 2020

Dec 26, 2024

LL CROSS CORP.

OWNERSHIP ENTITY

yes

02/2020

Jul 28, 2020

Dec 26, 2024

MELASECCA, JOHN, CARMEN

Owner

yes

02/2020

Jul 28, 2020

Dec 26, 2024

RIA HOLDINGS CORP.

OWNERSHIP ENTITY

yes

02/2020

Mar 19, 2019

Dec 26, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 16, 2026

$798M

$606M

n/a

2024

Mar 27, 2025

$622M

$501M

n/a

2023

Mar 14, 2024

$566M

$451M

n/a

2022

Mar 23, 2023

$507M

$412M

n/a

2021

Mar 25, 2022

$491M

$410M

n/a

2020

Mar 18, 2021

$450M

$367M

n/a

2019

Mar 26, 2020

$455M

$399M

n/a

2018

Mar 19, 2019

$395M

$343M

n/a

2017

Mar 5, 2018

$404M

$381M

n/a

2016

Mar 15, 2017

$350M

$330M

n/a

2015

Mar 16, 2016

$331M

$275M

n/a

2014

Mar 11, 2015

$337M

$294M

n/a

2013

Mar 25, 2014

$337M

$276M

n/a

2012

Mar 19, 2013

$318M

$266M

n/a

2011

Mar 2, 2012

$301M

$247M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$798M

$622M

28.2%

$507M

16.3%