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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

TRUCLARITY WEALTH ADVISORS

TCWP LLC, CRD 305145

BEACHWOOD, OH

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:93bbd16d-0982-83f2-2708-ed28edf69ef8

Data as of Mar 22, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 24
Dated events: 32
On other graphs: 0
Observed: Jul 23, 2019 to Mar 22, 2024
29 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: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $101MItem 5.F on the latest filing (2024-03-22); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $99.0M
Private client RAUM: $93.2MderivedItem 5.D individuals plus high net worth individuals
Private client share: 93%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 3
Advisory employees: 1
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 221
Individual clients: 14
High net worth clients: 20
SEC number: 801-117226
CRD: 305145
Filings on the tape: 29
First filed: Jul 23, 2019
Latest filed: Mar 22, 2024
Organised: Limited Liability Company, Florida

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
GROSS, RICHARD, JULIUS	VICE PRESIDENT	Na	yes	03/2023	Apr 5, 2023	Mar 22, 2024
GROSS, RONALD, SCOTT	Owner	E	yes	05/2022	Apr 5, 2023	Mar 22, 2024
GROSS, RONALD, SCOTT	CEO, MANAGING MEMBER	Na	yes	03/2023	Apr 5, 2023	Mar 22, 2024
MGO/OS HOLDINGS, LLC	MANAGING MEMBER	E	yes	03/2023	Apr 5, 2023	Mar 22, 2024
RESNICK, TODD, MATTHEW	PRESIDENT, CHIEF COMPLIANCE OFFICER, MEMBER	Na	no	03/2023	Mar 10, 2023	Mar 22, 2024
WE ARE ONE SEVEN LLC	MANAGING MEMBER	E	no	05/2022	Apr 5, 2023	Mar 22, 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
MGO ONE SEVEN LLC	n/a	Independent wealth	$7.7B	Y	yes	n/a
MGO INC.	n/a	n/a	n/a	N	yes	n/a
MGO SECURITIES CORP.	n/a	n/a	n/a	N	yes	n/a

Offices

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

City	State	Country	Employees	Also broker-dealer
LOS ANGELES	CA	United States	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
2023	Mar 22, 2024	$101M	$99.0M	3	1	1	n/a	n/a
2022	Mar 28, 2023	$691M	$668M	12	12	5	n/a	n/a
2021	Mar 30, 2022	$727M	$695M	12	9	8	n/a	n/a
2020	Mar 24, 2021	$172M	$167M	7	5	4	n/a	n/a
2019	Mar 10, 2020	$111M	$108M	9	3	2	n/a	n/a

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
2023	$101M	$691M	-85.5%	$172M	-16.4%	3	12	1	5

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
COUNTERWEIGHT PRIVATE WEALTH	2	Oct 10, 2023	Oct 12, 2023	WILMINGTON, NC	Team lift out	RIA to new firm	50.0%
KICKSTAND WEALTH ADVISORS	4	Sep 6, 2023	Sep 3, 2023	PITTSFORD, NY	Team lift out	RIA to new firm	44.4%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	4	Jun 21, 2021	Jun 18, 2021	PITTSFORD, NY	Team lift out	Wirehouse to RIA	0.0%
UBS FINANCIAL SERVICES INC.	2	Oct 8, 2019	Jun 15, 2023	BEVERLY HILLS, CA	Team lift out	Wirehouse to new firm	0.0%

Relationships

Affiliated with (2)

← ONESEVENRegistered adviserother investment adviser, control, common control
factForm ADV
→ ONESEVENRegistered adviserother investment adviser, control, common control
factForm ADV

Controls (3)

← GROSS, RONALD, SCOTTOwnerOWNER, ownership code E, individual
Apr 5, 2023 to presentfactForm ADV
← GROSS, RICHARD, JULIUSOwnerVICE PRESIDENT, ownership code NA, individual
Apr 5, 2023 to presentfactForm ADV
← MGO/OS HOLDINGS, LLCOwnerMANAGING MEMBER, ownership code E, domestic entity
Apr 5, 2023 to presentfactForm ADV

Owns (2)

← RESNICK, TODD, MATTHEWOwnerPRESIDENT, CHIEF COMPLIANCE OFFICER, MEMBER, ownership code NA, individual
Mar 10, 2023 to presentfactForm ADV
← WE ARE ONE SEVEN LLCOwnerMANAGING MEMBER, ownership code E, domestic entity
Apr 5, 2023 to presentfactForm ADV

Registered with (12)

← ANNE B. JOHNSTONAdvisorregistration: previous registration
Sep 30, 2019 to Dec 20, 2024factForm ADV
← Nathan David StokerAdvisorregistration: previous registration
Jun 15, 2023 to Jan 26, 2024factForm ADV
← NICHOLAS JAMES MURPHYAdvisorregistration: previous registration
Sep 17, 2021 to Oct 10, 2023factForm ADV
← STEVEN MATTHEW SWIERKOWSKIAdvisorregistration: previous registration
Mar 16, 2022 to Oct 10, 2023factForm ADV
← CHRISTINE DIANE FUSAREAdvisorregistration: previous registration
Jun 18, 2021 to Sep 6, 2023factForm ADV
← Chad W GoodchildAdvisorregistration: previous registration
Jun 18, 2021 to Sep 6, 2023factForm ADV
← JACOB WILLIAM SCHLICHTAdvisorregistration: previous registration
Jun 18, 2021 to Sep 6, 2023factForm ADV
← Corey M ErnisseAdvisorregistration: previous registration
Jan 26, 2022 to Sep 6, 2023factForm ADV
← Devyn Amber LittleAdvisorregistration: previous registration
Jun 18, 2021 to Sep 6, 2023factForm ADV
← DANNY ALLIZADEHAdvisorregistration: previous registration
Sep 19, 2019 to May 2, 2023factForm ADV
← CARY SETH MARGERAdvisorregistration: previous registration
Sep 19, 2019 to May 2, 2023factForm ADV
← MATTHEW SAMUEL CHESTERAdvisorregistration: previous registration
May 18, 2021 to Nov 28, 2022factForm ADV

Moved with (4)

→ COUNTERWEIGHT PRIVATE WEALTHRegistered adviser2 advisors, team lift out, same day
Oct 10, 2023 to Oct 12, 2023factForm ADV
→ KICKSTAND WEALTH ADVISORSRegistered adviser4 advisors, team lift out, same day
Sep 6, 2023 to Sep 3, 2023factForm ADV
← UBS FINANCIAL SERVICES INC.Registered adviser2 advisors, team lift out
Oct 8, 2019 to Jun 15, 2023factForm ADV
← MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviser4 advisors, team lift out, same day
Jun 21, 2021 to Jun 18, 2021factForm ADV

Dated events

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

Occurred
Feb 3, 2025
Left the SEC roster
Truclarity Wealth Advisors no longer on the SEC adviser roster (last listed 2025-01-02, RAUM $100.5M)
Form ADVobserved 4 days ago
$101M
Occurred
Dec 20, 2024
Advisor changed firm
Anne B. Johnston left Truclarity Wealth Advisors for Oneseven (registered 2025-12-02)
Form ADVobserved 4 days ago
Occurred
Mar 22, 2024
Regulatory AUM changed
Truclarity Wealth Advisors reported RAUM $100.5M, down 85% from $690.9M (2024-01-02 to 2024-03-22)
Form ADVobserved 4 days ago
$-590M
Occurred
Jan 26, 2024
Advisor changed firm
Nathan David Stoker left Truclarity Wealth Advisors for Cresset Asset Management, Llc (registered 2025-01-01)
Form ADVobserved 4 days ago
Occurred
Oct 10, 2023
Team lift-out
2 advisors left Truclarity Wealth Advisors (Wilmington, NC) for Counterweight Private Wealth on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Oct 10, 2023
Advisor changed firm
Steven Matthew Swierkowski left Truclarity Wealth Advisors for Counterweight Private Wealth (registered 2023-10-12)
Form ADVobserved 4 days ago
Occurred
Oct 10, 2023
Advisor changed firm
Nicholas James Murphy left Truclarity Wealth Advisors for Counterweight Private Wealth (registered 2023-10-12)
Form ADVobserved 4 days ago
Occurred
Sep 6, 2023
Team lift-out
4 advisors left Truclarity Wealth Advisors (Pittsford, NY) for Kickstand Wealth Advisors on the same day
Form ADVobserved 4 days ago
4 advisors
Occurred
Sep 6, 2023
Advisor changed firm
Chad W Goodchild left Truclarity Wealth Advisors for Kickstand Wealth Advisors (registered 2023-09-03)
Form ADVobserved 4 days ago
Occurred
Sep 6, 2023
Advisor changed firm
Jacob William Schlicht left Truclarity Wealth Advisors for Kickstand Wealth Advisors (registered 2023-09-03)
Form ADVobserved 4 days ago
Occurred
Sep 6, 2023
Advisor changed firm
Devyn Amber Little left Truclarity Wealth Advisors for Kickstand Wealth Advisors (registered 2023-09-03)
Form ADVobserved 4 days ago
Occurred
Sep 6, 2023
Advisor changed firm
Corey M Ernisse left Truclarity Wealth Advisors for Kickstand Wealth Advisors (registered 2023-09-03)
Form ADVobserved 4 days ago
Occurred
Sep 6, 2023
Advisor changed firm
Christine Diane Fusare left Truclarity Wealth Advisors for Kickstand Wealth Advisors (registered 2023-09-03)
Form ADVobserved 4 days ago
Occurred
May 2, 2023
Advisor changed firm
Cary Seth Marger left Truclarity Wealth Advisors for Position Wealth (registered 2023-03-03)
Form ADVobserved 4 days ago
Occurred
May 2, 2023
Advisor changed firm
Danny Allizadeh left Truclarity Wealth Advisors for Position Wealth (registered 2023-03-02)
Form ADVobserved 4 days ago
Occurred
Apr 5, 2023
Control person left
Woods Darian Johnson (Chairman) no longer on Schedule A of Truclarity Wealth Advisors (listed 2023-03-28, absent 2023-04-05)
Form ADVobserved 4 days ago
Occurred
Apr 5, 2023
Control person left
William Travis Johnson (Senior Vice President) no longer on Schedule A of Truclarity Wealth Advisors (listed 2023-03-28, absent 2023-04-05)
Form ADVobserved 4 days ago
Occurred
Apr 5, 2023
Control person left
Jean Pamela Stross (President And Chief Executive Officer) no longer on Schedule A of Truclarity Wealth Advisors (listed 2023-03-28, absent 2023-04-05)
Form ADVobserved 4 days ago
Occurred
Apr 5, 2023
Control person left
Vieson Julie Fanelli (Trustee) no longer on Schedule A of Truclarity Wealth Advisors (listed 2023-03-28, absent 2023-04-05)
Form ADVobserved 4 days ago
Occurred
Apr 5, 2023
Control person left
Ann Christine Castellano (Chief Operating Officer) no longer on Schedule A of Truclarity Wealth Advisors (listed 2023-03-28, absent 2023-04-05)
Form ADVobserved 4 days ago
Occurred
Apr 5, 2023
Control person joined
Scott Ronald Gross (Ceo, Managing Member) appeared on Schedule A of Truclarity Wealth Advisors
Form ADVobserved 4 days ago
Occurred
Apr 5, 2023
Control person joined
Julius Richard Gross (Vice President) appeared on Schedule A of Truclarity Wealth Advisors
Form ADVobserved 4 days ago
Occurred
Mar 10, 2023
Control person left
Andres Edwin Fermin (Chief Compliance Officer) no longer on Schedule A of Truclarity Wealth Advisors (listed 2022-11-29, absent 2023-03-10)
Form ADVobserved 4 days ago
Occurred
Nov 28, 2022
Advisor changed firm
Matthew Samuel Chester left Truclarity Wealth Advisors for Tableaux Wealth (registered 2022-11-10)
Form ADVobserved 4 days ago
Occurred
Mar 30, 2022
Regulatory AUM changed
Truclarity Wealth Advisors reported RAUM $726.8M, up 322% from $172.1M (2021-10-19 to 2022-03-30)
Form ADVobserved 4 days ago
$555M
Occurred
Mar 30, 2022
Control person joined
Andres Edwin Fermin (Chief Compliance Officer) appeared on Schedule A of Truclarity Wealth Advisors
Form ADVobserved 4 days ago
Occurred
Aug 7, 2020
Control person left
Lynn Catherine Mustico (Chief Compliance Officer) no longer on Schedule A of Truclarity Wealth Advisors (listed 2020-06-25, absent 2020-08-07)
Form ADVobserved 4 days ago
Occurred
Aug 7, 2020
Control person joined
Ann Christine Castellano (Chief Compliance Officer) appeared on Schedule A of Truclarity Wealth Advisors
Form ADVobserved 4 days ago
Occurred
Aug 29, 2019
Control person joined
Lynn Catherine Mustico (Chief Compliance Officer) appeared on Schedule A of Truclarity Wealth Advisors
Form ADVobserved 4 days ago
Occurred
Aug 29, 2019
Control person left
Harry Shad Besikof (President) no longer on Schedule A of Truclarity Wealth Advisors (listed 2019-08-23, absent 2019-08-29)
Form ADVobserved 4 days ago
Occurred
Jul 23, 2019
First Form ADV filing
Tcwp Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Show 1 bookkeeping events

Occurred
Mar 22, 2024
Truclarity Wealth Advisors reported 1 state-registered advisory representatives, down from 12 (2024-01-02 to 2024-03-22)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:93bbd16d-0982-83f2-2708-ed28edf69ef8
First observed: Jul 23, 2019
Last observed: Mar 22, 2024 30 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.

TRUCLARITY WEALTH ADVISORS

TCWP LLC, CRD 305145

BEACHWOOD, OH

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:93bbd16d-0982-83f2-2708-ed28edf69ef8

Data as of Mar 22, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:49 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

GROSS, RICHARD, JULIUS

VICE PRESIDENT

yes

03/2023

Apr 5, 2023

Mar 22, 2024

GROSS, RONALD, SCOTT

Owner

yes

05/2022

Apr 5, 2023

Mar 22, 2024

GROSS, RONALD, SCOTT

CEO, MANAGING MEMBER

yes

03/2023

Apr 5, 2023

Mar 22, 2024

MGO/OS HOLDINGS, LLC

MANAGING MEMBER

yes

03/2023

Apr 5, 2023

Mar 22, 2024

RESNICK, TODD, MATTHEW

PRESIDENT, CHIEF COMPLIANCE OFFICER, MEMBER

03/2023

Mar 10, 2023

Mar 22, 2024

WE ARE ONE SEVEN LLC

MANAGING MEMBER

05/2022

Apr 5, 2023

Mar 22, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MGO ONE SEVEN LLC

n/a

Independent wealth

$7.7B

yes

n/a

MGO INC.

n/a

yes

n/a

MGO SECURITIES CORP.

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

LOS ANGELES

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2023

Mar 22, 2024

$101M

$99.0M

n/a

2022

Mar 28, 2023

$691M

$668M

n/a

2021

Mar 30, 2022

$727M

$695M

n/a

2020

Mar 24, 2021

$172M

$167M

n/a

2019

Mar 10, 2020

$111M

$108M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2023

$101M

$691M

-85.5%

$172M

-16.4%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

COUNTERWEIGHT PRIVATE WEALTH

Oct 10, 2023

Oct 12, 2023

WILMINGTON, NC

Team lift out

RIA to new firm

50.0%

KICKSTAND WEALTH ADVISORS

Sep 6, 2023

Sep 3, 2023

PITTSFORD, NY

Team lift out

RIA to new firm

44.4%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jun 21, 2021

Jun 18, 2021

PITTSFORD, NY

Team lift out

Wirehouse to RIA

0.0%

UBS FINANCIAL SERVICES INC.

Oct 8, 2019

Jun 15, 2023

BEVERLY HILLS, CA

Team lift out

Wirehouse to new firm

0.0%