CLARITY WEALTH ADVISORS

RIASEC RegisteredEst. 2014

Total AUM

$733M

Discretionary

$733M

100% of AUM

Avg account

$542K

Accounts

1,353

Employees

Advisory reps

Firm details

Headquarters: SAN JOSE, California
CRD number: 157913
Registered since: February 24, 2014
Website: claritywealthadvisors.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI92.46%
Individuals4.77%
Pension & Profit Sharing Plans2.68%
Charitable Organizations0.09%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Clarity Wealth Advisors LLC is an independent, SEC-registered registered investment adviser established in 2014 and owned by an individual. The firm serves both individual and family clients as well as institutional clients, operating as a capital allocator that hires third‑party managers. Its advisory services include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, pension consulting and the selection of other advisers. The firm also operates as an insurance broker and charges clients via a mix of percentage-of-AUM and fixed fees. Clarity does not identify as an active ESG investor and is not a multi-state adviser. Clarity was named to Barron’s Top 100 RIA Firms list in 2023.