DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
S•••••• W••••• M••••••••• L••
Latest filing Feb 20, 2026
First filing on the tape Dec 7, 2011 · 20 filings
SEC status approved since Jan 22, 2018
RAUM
$381M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
97%
$370M individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$95.4M
derived; firm RAUM over IAPD count
Employees
4
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
20 filings and snapshots on the tape
RAUM$381M as of Feb 20, 2026
Jan 24, 2012$38.6M then
HNW client RAUM$311M as of Feb 20, 2026
Mar 29, 2018$70.5M then
State-registered IARs (5.B.3)3 as of Feb 20, 2026
Jan 24, 20120 then
Employees (5.A)4 as of Feb 20, 2026
Mar 29, 20183 then
Private funds: no history
RAUM +9.9% over the last fiscal year+17% a year over threeIARs 4 to 3
Practice profile
derived from the filing of Feb 20, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $95.4MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 87derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.0MderivedHNW RAUM over HNW clients
- Average account
- $361,588derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 3.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 4.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +9.9%derivedbetween the last two annual amendments
- Advisor growth, one year
- -25%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -4.9%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 5.G
- Custody
- $120M, 188 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$311M81%
- Individuals$59.2M16%
- Charitable organizations$11.4M3.0%
- Individual clients
- 245reported
- HNW clients
- 104reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1,055reported
- Financial planning clients
- 51-100reported
- Wrap fee programs
- noreported
- Custody of client assets
- $120M for 188 clientsreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.97 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
4 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| N••••• A•••• H•••••Certified Financial Planner | Bloomfield Hills, Mi | Apr 12, 2018 | 14 y | 1 |
| A••• A••••• G••••••••• | Bloomfield Hills, Mi | Apr 12, 2018 | 25 y | 4 |
| D•••• J••• S•••••• | Bloomfield Hills, Mi | Apr 12, 2018 | 29 y | 2 |
| D•••••• Z••• W•••••• | Bloomfield Hills, Mi | Jul 1, 2026 | 14 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months
Left, latest
- R••• W•••••• K••••••• to S•••••• F•••••••• P•••••••• L••May 31, 2024 · RIA to RIA
Joined, latest
- R••• W•••••• K••••••• from P••••• M•••• F•••••••• A•••••••Nov 3, 2018 · RIA to RIA
- A••• A••••• G••••••••• from S•••••• N••••••• • C••••••• I•••••••••Nov 20, 2017 · Other
- D•••• J••• S•••••• from W•••• P••• I••••••••• C•Feb 28, 2012 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- S••••••• D••••• J••• · Presidentcontrolsince 07/2011 · owns 75% or more
- H•••••• N•••••• A•••• · Chief Compliance Officersince 01/2017 · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Bloomfield Hills, Mi · principal | 4 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- custody status changedChange between filings · filing Feb 20, 2026custody of client assets (Item 9.A): no on the filing of 2025-12-19, yes on the filing of 2026-02-20peers: independent wealth managers, $100M to $500M (5,676)
What changed
consecutive filings, newest first
- Advisory employees · 4 to 3Dec 19, 2025 to Feb 20, 2026
- Charity clients · 2.0 to unsetDec 19, 2025 to Feb 20, 2026
- HNW clients · 97 to 104Dec 19, 2025 to Feb 20, 2026
- Individual clients · 270 to 245Dec 19, 2025 to Feb 20, 2026
- Assets in custody · unset to 120381604.0Dec 19, 2025 to Feb 20, 2026
- Custody of client assets · false to trueDec 19, 2025 to Feb 20, 2026
- Employees · 6 to 4Dec 19, 2025 to Feb 20, 2026
- State-registered IARs · 4 to 3Dec 19, 2025 to Feb 20, 2026
- Discretionary RAUM · $347M to $381MDec 19, 2025 to Feb 20, 2026
- HNW RAUM · $281M to $311MDec 19, 2025 to Feb 20, 2026
- Individual RAUM · $65.2M to $59.2MDec 19, 2025 to Feb 20, 2026
- RAUM · $347M to $381MDec 19, 2025 to Feb 20, 2026
- Accounts · 962 to 1,055Dec 19, 2025 to Feb 20, 2026
- Accounts · 937 to 962Mar 25, 2024 to Apr 1, 2025
- Advisory employees · 5 to 4Mar 25, 2024 to Apr 1, 2025
- Charity clients · unset to 2.0Mar 25, 2024 to Apr 1, 2025
- HNW clients · 123 to 97Mar 25, 2024 to Apr 1, 2025
- Individual clients · 308 to 270Mar 25, 2024 to Apr 1, 2025
- Employees · 7 to 6Mar 25, 2024 to Apr 1, 2025
- Financial planning clients · 51-100 to 51-100Mar 25, 2024 to Apr 1, 2025
- State-registered IARs · 5 to 4Mar 25, 2024 to Apr 1, 2025
- Discretionary RAUM · $294M to $347MMar 25, 2024 to Apr 1, 2025
- HNW RAUM · $159M to $281MMar 25, 2024 to Apr 1, 2025
- Individual RAUM · $131M to $65.2MMar 25, 2024 to Apr 1, 2025
- RAUM · $294M to $347MMar 25, 2024 to Apr 1, 2025
- Accounts · 934 to 937Mar 22, 2023 to Mar 25, 2024
- Charity clients · 2.0 to unsetMar 22, 2023 to Mar 25, 2024
- HNW clients · 111 to 123Mar 22, 2023 to Mar 25, 2024
- Individual clients · 302 to 308Mar 22, 2023 to Mar 25, 2024
- Discretionary RAUM · $240M to $294MMar 22, 2023 to Mar 25, 2024
- HNW RAUM · $144M to $159MMar 22, 2023 to Mar 25, 2024
- Individual RAUM · $92.7M to $131MMar 22, 2023 to Mar 25, 2024
- RAUM · $240M to $294MMar 22, 2023 to Mar 25, 2024
- Accounts · 914 to 934Mar 22, 2022 to Mar 22, 2023
- Advisory employees · 4 to 5Mar 22, 2022 to Mar 22, 2023
- HNW clients · 122 to 111Mar 22, 2022 to Mar 22, 2023
- Individual clients · 293 to 302Mar 22, 2022 to Mar 22, 2023
- Employees · 6 to 7Mar 22, 2022 to Mar 22, 2023
- State-registered IARs · 4 to 5Mar 22, 2022 to Mar 22, 2023
- Discretionary RAUM · $255M to $240MMar 22, 2022 to Mar 22, 2023
Signals
2 dated events
- R••• W•••••• K••••••• left S•••••• W••••• M••••••••• L•• for S•••••• F•••••••• P•••••••• L•• (registered 2024-06-04)May 31, 2024 · Advisor changed firm · fact
- S•••••• W••••• M••••••••• L•• filed its initial SEC registration (Form ADV)Dec 19, 2017 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- info@sculatiwealth.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 248-325-9947reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 248-325-9952reportedpublished by the firm, firm site, Sep 15, 2026
- Website
- H•••••••••reportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 248-325-9947reportedpublic record, Form ADV, Feb 20, 2026
- Contact form
- sculatiwealth.com/contact-usreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- sculatiwealth.com/who-we-arereportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $95.4Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026