Sculati Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sculati Wealth Management provides personalized financial planning and discretionary wealth management to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, pension and profit‑sharing plans, and small businesses. The firm operates as a fee‑only adviser and, according to its brochure, includes a financial plan at no additional cost for all fee‑only clients and for prospective fee‑only clients who complete the planning process.
The firm generally implements client strategies under written Investment Policy Statements tied to clients’ financial plans, conducts quarterly (and as‑needed) account reviews, and uses a mix of fundamental, technical/charting, and cyclical analysis to select individual stocks, bonds, mutual funds and money market funds. Sculati offers access to third‑party separately managed accounts (stating it receives no compensation or affiliation for those SMAs), provides general guidance on cryptocurrency risks but does not invest client assets in cryptocurrencies, and does not use performance‑based fee arrangements.
Noteworthy operational features disclosed in the brochure include managing about $381 million with a compact advisory team (three advisors and four advisory personnel), which combines institutional‑sized AUM with a small staff—an arrangement that is less common among similarly supported firms. The firm also negotiates custodial relationships and commission arrangements, is treated as having limited custody for fee withdrawals, and does not vote proxies on clients’ behalf, leaving proxy voting responsibility to clients.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $3,000,000: 0.60% $3,000,001+: 0.40%
Account minimum: $500,000 Minimum fee: $5,000 minimum annual fee (negotiable) Fee-only: Fee-only wealth management; no commissions accepted.
Main office
7457 Franklin Road, Suite 222
Bloomfield Hills MI 48301
Advisors at this office
4
Most active in
California · Florida · Louisiana · Michigan · New York · Ohio · Texas
Also doing business as
Lone Pine Wealth Management, LLC · Lone Pine Wealth Managment, LLC · Sculati Wealth Management, LLC · Sculati, David John
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Douglas W
Series 65
Bloomfield Hills, MI
Sculati Wealth Management, LLC
Douglas Wickham is a financial advisor with Sculati Wealth Management, LLC, holding a Series 65 designation. He has one year of industry experience and previously worked at Huntington National Bank, MRM, ARCH Cutting Tools, Cognizant, Groundspeed Analytics, Consumers Energy, and TechSmith Corporation. Sculati Wealth Management provides personalized financial planning and discretionary wealth management to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and small businesses. The firm operates as a fee-only adviser, combining fundamental, technical, and cyclical analysis in its investment approach while managing approximately $381 million with a compact advisory team.
David S
Series 63, Series 65
Bloomfield Hills, MI
Sculati Wealth Management, LLC
David Sculati is a financial advisor at Sculati Wealth Management, LLC in Bloomfield Hills, MI, holding Series 63 and Series 65 designations with 16 years of industry experience. He has been with Sculati Wealth Management since 2012. Sculati Wealth Management offers personalized financial planning and discretionary wealth management to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and small businesses. The firm operates as a fee-only adviser, providing financial plans at no additional cost for fee-only clients, and employs a mix of fundamental, technical, and cyclical analysis to manage approximately $381 million with a compact advisory team.
Nathan H
CFP®, Series 65
Bloomfield Hills, MI
Sculati Wealth Management, LLC
Nathan Hawrot is a CFP® professional with 13 years of industry experience, currently serving at Sculati Wealth Management, LLC since 2012. He holds a Series 65 license and works out of Bloomfield Hills, MI. Sculati Wealth Management is a fee-only advisory firm that serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and small businesses. The firm employs a blend of fundamental, technical, and cyclical analysis in portfolio construction and offers complimentary financial planning to both clients and prospects.
Alan G
Series 63, Series 65
Bloomfield Hills, MI
Sculati Wealth Management, LLC
Alan Gildenberg is a financial advisor at Sculati Wealth Management, LLC with 32 years of industry experience. He has held roles at Sculati Wealth Management since 2017 and previously worked at Stifel Nicolaus & Co Inc from 2013 to 2017. Outside of advisory work, he is involved in business strategy and management for a roofing company and a sports management firm, and he advises an event planning company. Sculati Wealth Management is a fee-only advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and small businesses. The firm employs a blend of fundamental, technical, and cyclical analysis to build portfolios and routinely provides complimentary financial planning to clients and prospects.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)