Clarity Wealth Management, L.L.C.

RIASEC RegisteredEst. 2022

Total AUM

$237M

Discretionary

$212M

90% of AUM

Avg account

$251K

Accounts

944

Employees

Advisory reps

Firm details

Headquarters: Gilbert, Arizona
CRD number: 284874
Registered since: March 17, 2022
Website: www.claritywealthmgt.com
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI59.12%
Individuals35.38%
Pension & Profit Sharing Plans4.15%
Other1.35%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Clarity Wealth Management, L.L.C. is an independent registered investment adviser organized as an LLC and SEC-registered in 2022. The firm is individually owned and serves both high-net-worth individuals and families as well as institutional clients. Its advisory services emphasize financial planning, portfolio management for individuals, small businesses and institutions, and pension consulting. Fee arrangements include a percentage of assets under management, hourly charges and fixed fees. The firm does not identify as an active ESG investor, is not structured as a capital allocator, and is not flagged as a multi-state adviser in the available filing.