Clarity Wealth Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 323062
- Website
- www.claritywealthmgmt.com
- Custodians
- CHARLES SCHWAB & CO., INC., CAPITAL CLIENT GROUP, INC.
- Fee structure
- Percentage of AUM, Other
- Client types
- Individuals95.37%
- HNWI4.63%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Clarity Wealth Management LLC is a small, individually owned limited liability company that provides fee-based advisory services to individual and family clients. The firm focuses on portfolio management for individuals and small businesses and also performs selection of other advisers, acting as a capital allocator to outside managers when appropriate. In addition to advisory work, Clarity Wealth Management operates as an insurance broker. Its stated fee model includes a percentage-of-AUM component and other fee arrangements. The firm is not identified as an active ESG investor and is not registered as a multi-state adviser.
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 Funds80%
- Exchange Traded Equities12%
- Cash & Cash Equivalents8%
Contacts
1 of 1
Tyler Howe
OwnerCRD 6409982
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Buff Your Finances
RIAThousand Oaks, CA
Marcus Capital Management, Inc.
RIABoston, MA
Turrentine Financial Services LLC
RIAStigler, OK