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CLARITY WEALTH DEVELOPMENT, LLC
CRD 155103 · SEC 801-121546
262 NW POLK AVE, CORVALLIS, OR, 97330, United States
Phone
541-753-1898
Fax
541-753-1909
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$208.6M
Discretionary AUM
$208.6M
Team
5 total employees; 5 advisory reps; 7 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; NET WORTH FEES
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 145 | $55.5M |
| High net worth individuals | 81 | $153.1M |
States served
CA, OR, TX
All web addresses on file
Official SEC filing: View on IAPD