Clarity Wealth Advisors

RIASEC Registered

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 is an independent, owner-operated RIA organized as an LLC and registered with the SEC in 2014. The firm serves both individual & family and institutional clients, positions itself as a capital allocator, and offers portfolio management alongside financial planning and selection-of-other-advisers services. Its advisory lineup also includes work for small businesses and pension-related engagements, and the firm operates an insurance brokerage practice as part of its business activities. Fee arrangements combine percentage-of-AUM and fixed-fee models. Clarity Wealth Advisors is not an active ESG investor and was named one of Barron’s Top 100 RIA Firms in 2023.