Overview
Assets Under Management: $209 million
Headquarters: CORVALLIS, OR
High-Net-Worth Clients: 81
Average Client Assets: $1.9 million
Frequently Asked Questions
CLARITY WEALTH DEVELOPMENT, 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 #155103), CLARITY WEALTH DEVELOPMENT, LLC is subject to fiduciary duty under federal law.
CLARITY WEALTH DEVELOPMENT, LLC is headquartered in CORVALLIS, OR.
CLARITY WEALTH DEVELOPMENT, LLC serves 81 high-net-worth clients according to their SEC filing dated March 11, 2026. View client details ↓
According to their SEC Form ADV, CLARITY WEALTH DEVELOPMENT, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
CLARITY WEALTH DEVELOPMENT, LLC manages $209 million in client assets according to their SEC filing dated March 11, 2026.
According to their SEC Form ADV, CLARITY WEALTH DEVELOPMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 81
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.39%
Average Client Assets: $1.9 million
Total Client Accounts: 712
Discretionary Accounts: 712
Regulatory Filings
CRD Number: 155103
Filing ID: 2065374
Last Filing Date: 2026-03-11 17:59:12