CLARITY WEALTH MANAGEMENT LLC

RIASEC Registered

Total AUM

$8.5M

Discretionary

$8.5M

100% of AUM

Avg account

$198K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Montague, Massachusetts
CRD number: 318575
Website: www.clarityma.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Individuals51.88%
HNWI40.63%
Charitable Organizations7.49%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Clarity Wealth Management LLC is an independent, individually owned registered investment adviser organized as an LLC. The firm serves both individual and family clients as well as institutional relationships, providing financial planning, portfolio management for individuals and small businesses, pension consulting-type services, and educational seminars or workshops. Fee arrangements include asset-based fees as well as hourly and fixed-fee engagements, indicating flexibility for both ongoing advisory relationships and project work. Filings indicate the firm does not position itself as an active ESG investor.