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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

TOTAL CLARITY WEALTH MANAGEMENT, INC

CRD 142728

ST. CHARLES, IL

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:58d03264-136d-c7c9-baec-ffb10185d310

Data as of Jul 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 35
Dated events: 9
On other graphs: 0
Observed: Mar 27, 2012 to Jul 20, 2026
56 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=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=14.0
Regulatory AUM: $755MItem 5.F on the latest filing (2026-07-20); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $753M
Private client RAUM: $755MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 22
RAUM per advisor: $34.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 26
Advisory employees: 20
Offices: 11Schedule D 1.F, beyond the principal office
Accounts: 2,569
Individual clients: 778
High net worth clients: 254
Custody, client assets: $25.9M
SEC number: 801-67755
CRD: 142728
Filings on the tape: 56
First filed: Mar 27, 2012
Latest filed: Jul 20, 2026
Organised: Corporation, IL

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
TERRANCE PATRICK MURPHY	Certified Financial Planner	ST. CHARLES, IL \| Fort Myers Beach, FL	19	34	1	yes
BRENT DANIEL FIELDS	Certified Financial Planner	ST. CHARLES, IL	19	28	1	yes
DOUGLAS EDWARD GLICK	n/a	Chicago, IL	19	23	1	yes
JEANNE MARIE TACKETT	n/a	ST. CHARLES, IL	19	20	1	yes
CHRISTOPHER RYAN VIVIAN	n/a	ST. CHARLES, IL	14	15	n/a	yes
MICHAEL LOREN WALSCHOT	n/a	NAPERVILLE, IL	14	22	n/a	yes
MARIA RUTT WILSON	Certified Financial Planner	NAPERVILLE, IL	14	42	1	yes
Thomas Castronovo	n/a	Batavia, IL	11	15	2	no
Kathleen Panek-Rickerson	n/a	ST. CHARLES, IL \| New Lenox, IL	6	29	n/a	yes
ANNE MARIE WOODRICH	n/a	ST. CHARLES, IL	6	10	n/a	yes
DAVID SCOTT HOGABOOM	n/a	Arlington Heights, IL \| ARLINGTON HEIGHTS, IL \| ST. CHARLES, IL	5	35	2	yes
NICOLE A. PITON	Certified Financial Planner	ST. CHARLES, IL \| Hollis, NH	5	22	n/a	no
Robert C Piton	Chartered Financial Analyst	ST. CHARLES, IL \| Hollis, NH	5	25	2	no
BRENDAN RICHARD KAAR	Chartered Financial Analyst	Edwards, IL \| ST. CHARLES, IL	4	10	1	no
Vanessa Croessmann	n/a	ST. CHARLES, IL	3	10	n/a	no
KRISTINA LEE TENNEY-GATTO	n/a	ST. CHARLES, IL	3	32	n/a	no
Casey W Moss	n/a	DOWNERS GROVE, IL \| Arlington Heights, IL \| ORLAND PARK, IL \| ST. CHARLES, IL	2	12	3	no
MATTHEW JOHN FOUNTAIN	Certified Financial Planner	ST. CHARLES, IL \| Sarasota, FL	2	28	4	yes
DAVID WILLIAM CHADWICK	Certified Financial Planner	ST. CHARLES, IL \| Gainesville, FL	2	27	6	yes
JOHN J LONG	n/a	ST. CHARLES, IL \| LISLE, IL	2	31	1	yes
BRENDAN MICHAEL KRAHL	n/a	Arlington Heights, IL \| ST. CHARLES, IL	2	12	1	yes
MARTIN JOHN FOGARTY	n/a	Glenview, IL \| ST. CHARLES, IL	2	26	4	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
HUBBARD, DAVID, JENNER	DIRECTOR OF THE BOARD	E	yes	03/2015	Mar 30, 2015	Nov 4, 2024
MURPHY, TERRANCE, PATRICK	President	A	yes	07/2006	Mar 27, 2012	Nov 4, 2024
TACKETT, JEANNE, MARIE	CHIEF COMPLIANCE OFFICER/VICE PRESIDENT OF OPERATIONS	A	yes	07/2006	Mar 27, 2012	Nov 4, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CASEY MOSS	n/a	n/a	n/a	Y	yes	n/a
DAVID HUBBARD	n/a	n/a	n/a	Y	yes	n/a
DOUGLAS GLICK	n/a	n/a	n/a	Y	yes	n/a
KATHLEEN PANEK-RICKERSON	n/a	n/a	n/a	Y	yes	n/a
MARTIN FOGARTY	n/a	n/a	n/a	Y	no	n/a

Offices

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

City	State	Country	Employees	Also broker-dealer
ARLINGTON HEIGHTS	IL	United States	2	yes
Naperville	IL	United States	2	yes
Batavia	IL	United States	1	no
Chicago	IL	United States	1	yes
Glenview	IL	United States	1	no
Naperville	IL	United States	1	no
NEW LENOX	IL	United States	1	yes
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	$755M	$753M	26	20	11	n/a	n/a
2024	Mar 26, 2025	$608M	$605M	20	20	10	n/a	n/a
2023	Mar 28, 2024	$458M	$456M	24	23	13	n/a	n/a
2022	Mar 21, 2023	$329M	$327M	19	14	5	n/a	n/a
2021	Mar 15, 2022	$331M	$328M	21	18	7	n/a	n/a
2020	Mar 25, 2021	$237M	$237M	22	18	6	n/a	n/a
2019	Mar 24, 2020	$208M	$208M	20	13	4	n/a	n/a
2018	Mar 30, 2019	$170M	$170M	13	11	4	n/a	n/a
2017	Jan 8, 2018	$225M	$203M	16	13	5	n/a	n/a
2016	Mar 30, 2017	$199M	$168M	17	14	n/a	n/a	n/a
2015	Mar 30, 2016	$191M	$161M	17	14	n/a	n/a	n/a
2014	Mar 30, 2015	$168M	$120M	15	13	n/a	n/a	n/a
2013	Mar 28, 2014	$154M	$89.1M	14	12	n/a	n/a	n/a
2012	Mar 27, 2013	$122M	$65.8M	14	12	n/a	n/a	n/a
2011	Mar 27, 2012	$105M	$56.6M	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	6	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	$755M	$608M	24.3%	$329M	31.9%	26	20	11	10

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
RUGGAARD & ASSOCIATES	3	Dec 31, 2022	Jan 3, 2023	OAK BROOK, IL	Team lift out	RIA to RIA	17.6%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CAPITAL POINT FINANCIAL GROUP, LTD.	5	Jan 8, 2024	Apr 2, 2024	GLENVIEW, IL	Firm absorbed	RIA to RIA	50.0%
CETERA ADVISOR NETWORKS LLC	6	Oct 2, 2018	Feb 10, 2012	ST CHARLES, IL	Team lift out	Ibd to RIA	1.1%

Relationships

Registered with (29)

← MARTIN JOHN FOGARTYAdvisorregistration: current employment
Apr 2, 2024 to presentfactForm ADV
← DAVID SCOTT HOGABOOMAdvisorregistration: current employment
Jan 26, 2024 to presentfactForm ADV
← JOHN J LONGAdvisorregistration: current employment
Dec 21, 2023 to presentfactForm ADV
← BRENDAN MICHAEL KRAHLAdvisorregistration: current employment
Dec 21, 2023 to presentfactForm ADV
← MATTHEW JOHN FOUNTAINAdvisorregistration: current employment
Dec 20, 2023 to presentfactForm ADV
← DAVID WILLIAM CHADWICKAdvisorregistration: current employment
Dec 20, 2023 to presentfactForm ADV
← Casey W MossAdvisorregistration: current employment
Dec 18, 2023 to presentfactForm ADV
← KRISTINA LEE TENNEY-GATTOAdvisorregistration: current employment
Apr 14, 2023 to presentfactForm ADV
← Vanessa CroessmannAdvisorregistration: current employment
Jan 4, 2023 to presentfactForm ADV
← BRENDAN RICHARD KAARAdvisorregistration: current employment
Feb 22, 2022 to presentfactForm ADV
← Robert C PitonAdvisorregistration: current employment
May 5, 2021 to presentfactForm ADV
← NICOLE A. PITONAdvisorregistration: current employment
May 3, 2021 to presentfactForm ADV
← ANNE MARIE WOODRICHAdvisorregistration: current employment
Jul 16, 2020 to presentfactForm ADV
← Kathleen Panek-RickersonAdvisorregistration: current employment
Jun 24, 2020 to presentfactForm ADV
← Thomas CastronovoAdvisorregistration: current employment
Feb 3, 2015 to presentfactForm ADV
← MARIA RUTT WILSONAdvisorregistration: current employment
Feb 10, 2012 to presentfactForm ADV
← MICHAEL LOREN WALSCHOTAdvisorregistration: current employment
Jan 11, 2012 to presentfactForm ADV
← CHRISTOPHER RYAN VIVIANAdvisorregistration: current employment
Oct 3, 2011 to presentfactForm ADV
← TERRANCE PATRICK MURPHYAdvisorregistration: current employment
Apr 12, 2007 to presentfactForm ADV
← BRENT DANIEL FIELDSAdvisorregistration: current employment
Apr 12, 2007 to presentfactForm ADV
← DOUGLAS EDWARD GLICKAdvisorregistration: current employment
Apr 12, 2007 to presentfactForm ADV
← JEANNE MARIE TACKETTAdvisorregistration: current employment
Apr 12, 2007 to presentfactForm ADV
← JANIS SUE SLEETERAdvisorregistration: previous registration
Apr 12, 2007 to Dec 31, 2022factForm ADV
← WAYNE JOSEPH POVERAdvisorregistration: previous registration
Nov 17, 2011 to Dec 31, 2022factForm ADV
← TOM HOWARD SLEETERAdvisorregistration: previous registration
Apr 12, 2007 to Dec 31, 2022factForm ADV
← DAVID ADAM SLEETERAdvisorregistration: previous registration
Oct 31, 2013 to Dec 31, 2022factForm ADV
← DAVID JENNER HUBBARDAdvisorregistration: previous registration
Jul 8, 2015 to Dec 31, 2019factForm ADV
← BRIAN TERENCE AHERNAdvisorregistration: previous registration
Oct 15, 2010 to Oct 3, 2018factForm ADV
← TED L COONSAdvisorregistration: previous registration
Apr 17, 2007 to Dec 31, 2009factForm ADV

Controls (3)

← HUBBARD, DAVID, JENNEROwnerDIRECTOR OF THE BOARD, ownership code E, individual
Mar 30, 2015 to Nov 4, 2024factForm ADV
← MURPHY, TERRANCE, PATRICKOwnerPRESIDENT, ownership code A, individual
Mar 27, 2012 to Nov 4, 2024factForm ADV
← TACKETT, JEANNE, MARIEOwnerCHIEF COMPLIANCE OFFICER/VICE PRESIDENT OF OPERATIONS, ownership code A, individual
Mar 27, 2012 to Nov 4, 2024factForm ADV

Moved with (3)

← CAPITAL POINT FINANCIAL GROUP, LTD.Registered adviser5 advisors, firm absorbed, same day
Jan 8, 2024 to Apr 2, 2024factForm ADV
→ RUGGAARD & ASSOCIATESRegistered adviser3 advisors, team lift out, same day
Dec 31, 2022 to Jan 3, 2023factForm ADV
← CETERA ADVISOR NETWORKS LLCRegistered adviser6 advisors, team lift out
Oct 2, 2018 to Feb 10, 2012factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Mar 26, 2025
Regulatory AUM changed
Total Clarity Wealth Management, Inc reported RAUM $607.9M, up 33% from $458.0M (2024-11-04 to 2025-03-26)
Form ADVobserved 5 days ago
$150M
Occurred
Mar 28, 2024
Regulatory AUM changed
Total Clarity Wealth Management, Inc reported RAUM $458.0M, up 39% from $329.1M (2024-01-22 to 2024-03-28)
Form ADVobserved 5 days ago
$129M
Occurred
Jan 8, 2024
Firm absorbed
Capital Point Financial Group, LTD.'s advisors moved to Total Clarity Wealth Management, Inc (Glenview, IL): 5 of 10 registered, on the same day
Form ADVobserved 4 days ago
5 advisors
Occurred
Dec 31, 2022
Team lift-out
3 advisors left Total Clarity Wealth Management, Inc (Oak Brook, IL) for Ruggaard & Associates on the same day
Form ADVobserved 4 days ago
3 advisors
Occurred
Dec 31, 2022
Advisor changed firm
Janis Sue Sleeter left Total Clarity Wealth Management, Inc for Ruggaard & Associates (registered 2023-01-03)
Form ADVobserved 5 days ago
Occurred
Dec 31, 2022
Advisor changed firm
David Adam Sleeter left Total Clarity Wealth Management, Inc for Ruggaard & Associates (registered 2023-01-03)
Form ADVobserved 5 days ago
Occurred
Dec 31, 2022
Advisor changed firm
Wayne Joseph Pover left Total Clarity Wealth Management, Inc for Lpl Financial Llc (registered 2018-10-19)
Form ADVobserved 5 days ago
Occurred
Dec 31, 2022
Advisor changed firm
Tom Howard Sleeter left Total Clarity Wealth Management, Inc for Ruggaard & Associates (registered 2023-01-03)
Form ADVobserved 5 days ago

Show 1 bookkeeping events

Occurred
Jan 9, 2024
Total Clarity Wealth Management, Inc reported 10 offices beyond its principal office, up from 5 (2023-11-30 to 2024-01-09)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:58d03264-136d-c7c9-baec-ffb10185d310
First observed: Mar 27, 2012
Last observed: Jul 20, 2026 2 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.

TOTAL CLARITY WEALTH MANAGEMENT, INC

CRD 142728

ST. CHARLES, IL

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:58d03264-136d-c7c9-baec-ffb10185d310

Data as of Jul 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:49 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

TERRANCE PATRICK MURPHY

Certified Financial Planner

ST. CHARLES, IL | Fort Myers Beach, FL

yes

BRENT DANIEL FIELDS

Certified Financial Planner

ST. CHARLES, IL

yes

DOUGLAS EDWARD GLICK

n/a

Chicago, IL

yes

JEANNE MARIE TACKETT

n/a

ST. CHARLES, IL

yes

CHRISTOPHER RYAN VIVIAN

n/a

ST. CHARLES, IL

n/a

yes

MICHAEL LOREN WALSCHOT

n/a

NAPERVILLE, IL

n/a

yes

MARIA RUTT WILSON

Certified Financial Planner

NAPERVILLE, IL

yes

Thomas Castronovo

n/a

Batavia, IL

Kathleen Panek-Rickerson

n/a

ST. CHARLES, IL | New Lenox, IL

n/a

yes

ANNE MARIE WOODRICH

n/a

ST. CHARLES, IL

n/a

yes

DAVID SCOTT HOGABOOM

n/a

Arlington Heights, IL | ARLINGTON HEIGHTS, IL | ST. CHARLES, IL

yes

NICOLE A. PITON

Certified Financial Planner

ST. CHARLES, IL | Hollis, NH

n/a

Robert C Piton

Chartered Financial Analyst

ST. CHARLES, IL | Hollis, NH

BRENDAN RICHARD KAAR

Chartered Financial Analyst

Edwards, IL | ST. CHARLES, IL

Vanessa Croessmann

n/a

ST. CHARLES, IL

n/a

KRISTINA LEE TENNEY-GATTO

n/a

ST. CHARLES, IL

n/a

Casey W Moss

n/a

DOWNERS GROVE, IL | Arlington Heights, IL | ORLAND PARK, IL | ST. CHARLES, IL

MATTHEW JOHN FOUNTAIN

Certified Financial Planner

ST. CHARLES, IL | Sarasota, FL

yes

DAVID WILLIAM CHADWICK

Certified Financial Planner

ST. CHARLES, IL | Gainesville, FL

yes

JOHN J LONG

n/a

ST. CHARLES, IL | LISLE, IL

yes

BRENDAN MICHAEL KRAHL

n/a

Arlington Heights, IL | ST. CHARLES, IL

yes

MARTIN JOHN FOGARTY

n/a

Glenview, IL | ST. CHARLES, IL

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HUBBARD, DAVID, JENNER

DIRECTOR OF THE BOARD

yes

03/2015

Mar 30, 2015

Nov 4, 2024

MURPHY, TERRANCE, PATRICK

President

yes

07/2006

Mar 27, 2012

Nov 4, 2024

TACKETT, JEANNE, MARIE

CHIEF COMPLIANCE OFFICER/VICE PRESIDENT OF OPERATIONS

yes

07/2006

Mar 27, 2012

Nov 4, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CASEY MOSS

n/a

yes

n/a

DAVID HUBBARD

n/a

yes

n/a

DOUGLAS GLICK

n/a

yes

n/a

KATHLEEN PANEK-RICKERSON

n/a

yes

n/a

MARTIN FOGARTY

n/a

City

State

Country

Employees

Also broker-dealer

ARLINGTON HEIGHTS

United States

yes

Naperville

United States

yes

Batavia

United States

Chicago

United States

yes

Glenview

United States

Naperville

United States

NEW LENOX

United States

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 16, 2026

$755M

$753M

n/a

2024

Mar 26, 2025

$608M

$605M

n/a

2023

Mar 28, 2024

$458M

$456M

n/a

2022

Mar 21, 2023

$329M

$327M

n/a

2021

Mar 15, 2022

$331M

$328M

n/a

2020

Mar 25, 2021

$237M

n/a

2019

Mar 24, 2020

$208M

n/a

2018

Mar 30, 2019

$170M

n/a

2017

Jan 8, 2018

$225M

$203M

n/a

2016

Mar 30, 2017

$199M

$168M

n/a

2015

Mar 30, 2016

$191M

$161M

n/a

2014

Mar 30, 2015

$168M

$120M

n/a

2013

Mar 28, 2014

$154M

$89.1M

n/a

2012

Mar 27, 2013

$122M

$65.8M

n/a

2011

Mar 27, 2012

$105M

$56.6M

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

$755M

$608M

24.3%

$329M

31.9%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

RUGGAARD & ASSOCIATES

Dec 31, 2022

Jan 3, 2023

OAK BROOK, IL

Team lift out

RIA to RIA

17.6%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CAPITAL POINT FINANCIAL GROUP, LTD.

Jan 8, 2024

Apr 2, 2024

GLENVIEW, IL

Firm absorbed

RIA to RIA

50.0%

CETERA ADVISOR NETWORKS LLC

Oct 2, 2018

Feb 10, 2012

ST CHARLES, IL

Team lift out

Ibd to RIA

1.1%