SCULATI WEALTH MANAGEMENT, LLC

HTTP://WWW.SCULATIWEALTH.COM BLOOMFIELD HILLS, MI Investment Advisor How do I update this listing?

Sculati Wealth Management is based out of Bloomfield Hills. Sculati Wealth Management is a large advisory firm with 349 clients and discretionary assets under management (AUM) of $141,793,685 (Form ADV from 2020-03-27). Their last reported 13F filing for Q1 2020 included $90,934,000 in managed 13F securities and a top 10 holdings concentration of 39.45%. Sculati Wealth Management's largest holding is Berkshire Hathaway Inc Class B with shares held of 51,203. Whalewisdom has at least 2 13F filings

Download 13F Summary to Excel Create Email Alert

03/31/2020

13F Sector Allocation Over Time

03/31/2020

13F Activity

  • Market Value $90.934 Million
  • Prior Market Value $111.528 Million
  • New Purchases14 stocks
  • Additional Purchases50 stocks
  • Sold out of12 stocks
  • Reduced holdings in14 stocks
  • Top 10 Holdings % 39.45 %
  • Turnover % [1]:26.80%
  • Turnover Alt % [2]: 11.15 %
  • Time Held Top20:0.70 quarters
  • Time Held Top10:0.90 quarters
  • Time Held All:0.86 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-02-14

Performance for Q4 2019: 4.61%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

Refresh Advanced Export Download CSV Download Excel (.xlsx) Download TSV
Filter by:

Security Types:

Refresh
*Shares are split adjusted

View Last Form Adv Compilation Report on Record

SCULATI WEALTH MANAGEMENT, LLC
7457 FRANKLIN ROAD, SUITE 222
BLOOMFIELD HILLS MI    48301
Country: United States

Business Phone: 248-325-9947
Fax: 248-325-9952
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: MI
Number of employees: 6
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 349
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

Sign in to see

Form 4 - Recent Insider Transactions

Loading...

SCULATI WEALTH MANAGEMENT, LLC

ownership team - last updated 2020-03-27
Name Title Start Date Direct/Indirect % Ownership

SCULATI WEALTH MANAGEMENT, LLC

ownership team - last updated 2019-03-14
Name Title Start Date Direct/Indirect % Ownership
SCULATI, DAVID, JOHN PRESIDENT 07/01/2011 Direct 75% or more
Fund Name Position direct/indirect start date end date
LONE PINE WEALTH MANAGMENT, LLC PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2011-07-01
WHITE PINE INVESTMENT CO VICE PRESIDENT & TREASURER direct 1997-09-01 2005-01-18
WHITE PINE INVESTMENT CO VICE PRESIDENT, TREASURER & CHIEF COMPLIANCE OFFICER direct 1997-09-01 2011-03-30
HAWROT, NATHAN, AARON CHIEF COMPLIANCE OFFICER 01/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
SCULATI WEALTH MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2017-01-01

SCULATI WEALTH MANAGEMENT, LLC

ownership team - last updated 2017-12-19
Name Title Start Date Direct/Indirect % Ownership
SCULATI, DAVID, JOHN PRESIDENT 07/01/2011 Direct 75% or more
Fund Name Position direct/indirect start date end date
LONE PINE WEALTH MANAGMENT, LLC PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2011-07-01
WHITE PINE INVESTMENT CO VICE PRESIDENT & TREASURER direct 1997-09-01 2005-01-18
WHITE PINE INVESTMENT CO VICE PRESIDENT, TREASURER & CHIEF COMPLIANCE OFFICER direct 1997-09-01 2011-03-30
HAWROT, NATHAN, AARON CHIEF COMPLIANCE OFFICER 01/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
SCULATI WEALTH MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2017-01-01

Elevate your investments