Overview
Assets Under Management: $140 million
Headquarters: NEW BEDFORD, MA
High-Net-Worth Clients: 98
Average Client Assets: $0.9 million
Frequently Asked Questions
CLARITY RETIREMENT & WEALTH, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #337718), CLARITY RETIREMENT & WEALTH, LLC is subject to fiduciary duty under federal law.
CLARITY RETIREMENT & WEALTH, LLC is headquartered in NEW BEDFORD, MA.
CLARITY RETIREMENT & WEALTH, LLC serves 98 high-net-worth clients according to their SEC filing dated January 14, 2026. View client details ↓
According to their SEC Form ADV, CLARITY RETIREMENT & WEALTH, LLC offers portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
CLARITY RETIREMENT & WEALTH, LLC manages $140 million in client assets according to their SEC filing dated January 14, 2026.
According to their SEC Form ADV, CLARITY RETIREMENT & WEALTH, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 98
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.39%
Average Client Assets: $0.9 million
Total Client Accounts: 499
Discretionary Accounts: 499
Regulatory Filings
CRD Number: 337718
Filing ID: 2037773
Last Filing Date: 2026-01-14 14:10:43