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SCHIAVI & COMPANY, LLC DBA CLARITI WEALTH ADVISORS

EIN 20-8034395-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$5.0M assets
Welfare
0
Participants
9
2710 CENTERVILLE ROAD, SUITE 201 - WILMINGTON, DE 19808302-994-4444
Plans on this EIN
1 filing
#001ProfitSharing-$5.0M - 9 part

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Retirement#001

CLARITI WEALTH ADVISORS 401(K) PROFIT SHARING PLAN

ProfitSharing

Assets$5.0M
Participants9
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CLARITI WEALTH ADVISORS 401(K) PROFIT SHARING PLANProfitSharing$5.0M92025
Retirement plans
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