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.
Name |
Location |
Years of experience |
|---|---|---|
Bloomfield Hills, MI
| 33
| |
Bloomfield Hills, MI
| 14
| |
Bloomfield Hills, MI
| 16
| |
Bloomfield Hills, MI
| 0
|
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”)