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CLARITY WEALTH MANAGEMENT, L.L.C.
CRD 284874 · SEC 801-123481
3303 E BASELINE RD, STE. 107, GILBERT, AZ, 85234, United States
Phone
480-776-9670
Fax
480-750-0519
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$236.8M
Discretionary AUM
$212.2M
Team
5 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 851 | $83.8M |
| High net worth individuals | 76 | $140.0M |
| Pension/profit sharing plans | 4 | $9.8M |
States served
AZ, TX
All web addresses on file
Official SEC filing: View on IAPD