TOTAL CLARITY WEALTH MANAGEMENT, INC

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UUIDde600a6d-d83a-5fa6-96ca-22d8942724be

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:51

Updated2025-10-23 02:24:35

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	142728	142728	—	1.0
sec_file_number	801-67755	801-67755	—	—

Profile

Websitehttps://www.totalclaritybusiness.com/

HQ CityST. CHARLES

HQ StateIL

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

ADV Metrics

Assets & Accounts

RAUM (total)607,883,000.0
RAUM (discretionary)605,483,000.0
Actionable assets379,883,000.0
Accounts2,412.0

Institutional Clients

Government AUM0.0
Pension AUM0.0
Charitable AUM83,000.0
HNW AUM379,300,000.0

As of 2025-03-26 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
HUBBARD, DAVID, JENNER	DIRECTOR OF THE BOARD	OFFICER	—	{"filing_id": "2016179", "owner_id": "1122248", "source": "adv_part1", "table": "Schedule_A_B"}
MURPHY, TERRANCE, PATRICK	PRESIDENT	OFFICER	—	{"filing_id": "2016179", "owner_id": "2191779", "source": "adv_part1", "table": "Schedule_A_B"}
TACKETT, JEANNE, MARIE	CHIEF COMPLIANCE OFFICER/VICE PRESIDENT OF OPERATIONS	OFFICER	—	{"filing_id": "2016179", "owner_id": "5257777", "source": "adv_part1", "table": "Schedule_A_B"}

Name

Title

Role

Evidence

HUBBARD, DAVID, JENNER

DIRECTOR OF THE BOARD

OFFICER

—

{"filing_id": "2016179", "owner_id": "1122248", "source": "adv_part1", "table": "Schedule_A_B"}

MURPHY, TERRANCE, PATRICK

PRESIDENT

OFFICER

—

{"filing_id": "2016179", "owner_id": "2191779", "source": "adv_part1", "table": "Schedule_A_B"}

TACKETT, JEANNE, MARIE

CHIEF COMPLIANCE OFFICER/VICE PRESIDENT OF OPERATIONS

OFFICER

—

{"filing_id": "2016179", "owner_id": "5257777", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:35 • csv
```
{
  "date_submitted": "09/16/2025 09:54:48 AM",
  "filing_id": "2016179",
  "reg_type": "IA"
}
```

TOTAL CLARITY WEALTH MANAGEMENT, INC

Available Loaders

SEC Form ADV (XLSX Metrics)

SEC Form ADV Part 1 (Bulk)

Identifiers

Profile

ADV Metrics

Assets & Accounts

Institutional Clients

People

Outbound Affiliations

Inbound Affiliations

Evidence

adv_part1