Clariti Wealth Advisors

Overview

Clariti Wealth Advisors is an SEC registered investment adviser based in Wilmington, DE, registered since 1983. It reports $798M in assets under management across 1,330 accounts, with 10 employees. It has 6 investment adviser representatives.

Reported AUM

$798M

Discretionary

76%

Accounts

1,330

Average account

$6K

Employees

10

Advisory reps

6

Registered since

1983

Jurisdictions

11

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business

Client types

• High Net Worth Individuals
• Individuals
• Other clients

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• Ravi Pravin Dattani President, Managing Member CRD 2884960
• Ryan Gregory Cross Chief Compliance Officer, Member CRD 4753567

Advisory reps 3 of 6

• Ryan Gregory Cross Investment Adviser Rep CRD 4753567
• Ravi Pravin Dattani Investment Adviser Rep CRD 2884960
• Karen R Malchione Investment Adviser Rep CRD 7281484

3 more advisory reps, with emails, phones and branch locations

Location

Headquarters

2710 Centerville Rd Ste 201
Wilmington, DE 19808

County

New Castle

Metro area

Philadelphia-Camden-Wilmington, PA-NJ-DE-MD

Region

South

Registrations

• SEC registered
• Registered in 11 jurisdictions

Every state, with registration dates

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