Alan
Gildenberg

Sculati Wealth Management, LLC

CRD#2146822
Investment Advisor
in Bloomfield Hills, MI

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About this Advisor

Alan Gildenberg is a financial advisor based in Bloomfield Hills, Michigan, working with Sculati Wealth Management, LLC. Alan has previously held positions at Stifel Nicolaus & Co Inc and Sculati Wealth Management, LLC. Alan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida and Michigan. Currently, Alan is part of Sculati Wealth Management, LLC, which operates out of Bloomfield Hills, Michigan. The firm has 7 employees and manages assets totaling $293.6 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Sculati Wealth Management, LLC includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

7457 Franklin Road, Suite 222
Bloomfield Hills, MI 48301

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Sculati Wealth Management, LLC Brokerage Details

Total Assets Under Management

$293,569,198

MI Average: $943,424,332
Total Number of Employees

7

MI Average: 21
Total Number of Accounts

937

MI Average: 1,586
Average Account Size

$313,308

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Alan Gildenberg Work History

2017 - Present (7 years)

Sculati Wealth Management, LLC

2013 - 2017 (4 years)

Stifel Nicolaus & Co Inc

Disclosures

Please visit the SEC profile of Alan Gildenberg to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Sculati Wealth Management, LLC

Alan Gildenberg
Bloomfield Hills, MI
David Sculati
Bloomfield Hills, MI
Nathan Hawrot
Bloomfield Hills, MI
Michelle Dinardo
Bloomfield Hills, MI

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