A complete list of active advisors currently associated with Sculati Wealth Management, LLC

Warmer can help you find a great advisor at Sculati Wealth Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Sculati Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.