Karen Malchione
Clariti Wealth Advisors · Wilmington, Delaware
Karen Malchione is a fee-only financial advisor at Clariti Wealth Advisors in Wilmington, Delaware. Clariti Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Karen →
Facts
| Firm | Clariti Wealth Advisors |
|---|---|
| Based in | Wilmington, Delaware |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $797.6M across 1,330 accounts |
| SEC registration | Investment adviser representative in DE, TX · CRD 7281484 |
| Exams passed | Series 65 (2020) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.claritiwealth.com |
How Karen's firm compares
- Clariti Wealth Advisors's average account is about $600,000, from its Form ADV (assets managed divided by 1,330 accounts).
Request an introduction to Karen
Tell Karen a little about what you're looking for. Karen isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Karen
Is Karen Malchione a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Karen holds no broker registration, and Clariti Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Karen charge for financial advice?
Karen's firm, Clariti Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Karen Malchione based?
Karen Malchione is based in Wilmington, Delaware.
Is Karen Malchione registered with the SEC?
Yes. Karen Malchione is registered as an investment adviser representative in DE and TX (CRD 7281484), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Clariti Wealth Advisors manage?
Clariti Wealth Advisors reports $797.6M across 1,330 accounts in assets under management.
How do I contact Karen Malchione?
Through Karen's website, www.claritiwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.