CLARITY RETIREMENT & WEALTH, LLC
Firm details
- Headquarters
- NEW BEDFORD, Massachusetts
- CRD number
- 337718
- Registered since
- September 3, 2025
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI65.39%
- Individuals34.61%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Clarity Retirement & Wealth, LLC is a fee-based wealth manager organized as an LLC that serves individual and family clients. The adviser reports portfolio management for individuals, small businesses and institutions, and it also performs selection of other advisers — indicating use of third-party subadvisers. Clarity describes itself as an active ESG investor and charges fees as a percentage of assets under management. The firm registered with the SEC in 2025 and is owned by an individual.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds93%
- US Government Bonds4%
- Cash & Cash Equivalents2%
- Exchange Traded Equities1%
Contacts
1 of 1JOHN WILLIAMS
Managing MemberCRD 5864621
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 32Active vs passive
$157M in ETFs
15%
$23.8M
68%
$133M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIDELITY BLUE CHIP GROWTH ETF (FBCG) | Fidelity | Active | Large Growth | $22.5M | 448,744 | 14.35% |
Location
NEW BEDFORD, MA
BRISTOL
Location
NEW BEDFORD, MA
Headquartered in NEW BEDFORD, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- BRISTOL
- Address
- 158 Charles L McCombs Blvd
- Time zone
- ET (UTC-5)
- Office locations
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