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CLARITY WEALTH ADVISORS

CLARITY WEALTH ADVISORS, LLC

CRD 157913 · SEC 801-79251

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2160 THE ALAMEDA, SUITE A, SAN JOSE, CA, 95126, United States

Phone

408-560-3220

Fax

408-560-3221

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$732.9M

Discretionary AUM

$732.9M

Team

5 total employees; 2 advisory reps; 38 broker-dealer reps

Clients

26-50

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-25

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals113$35.0M
High net worth individuals223$677.7M
Pension/profit sharing plans4$19.7M
Charitable organizations2$655K

States served

CA, LA, OR, TX

All web addresses on file

Official SEC filing: View on IAPD