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CLARIFIED WEALTH ADVISORY
CLARIFIED WEALTH MANAGEMENT, LLC
CRD 329226
2403 E 16TH ST, AUSTIN, TX, 78702, United States
Phone
(512) 200-4147
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$6.7M
Discretionary AUM
$6.7M
Team
1 total employees; 1 advisory reps; 5 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 6 | $6.0M |
All web addresses on file
- https://www.linkedin.com/in/nikki-dunn-cfp%C2%AE-4284041a9/
- https://shetalksfinance.com/
- https://www.instagram.com/shetalksfinance
- https://www.youtube.com/shetalksfinance
- https://twitter.com/SheTalksFinance
- https://www.tiktok.com/@shetalksfinance
- https://clarifiedwealth.com/
- https://www.facebook.com/shetalksfinance
Official SEC filing: View on IAPD