Overview

Assets Under Management: $237 million
Headquarters: GILBERT, AZ
High-Net-Worth Clients: 76
Average Client Assets: $1.8 million

Frequently Asked Questions

CLARITY WEALTH MANAGEMENT, L.L.C. 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 #284874), CLARITY WEALTH MANAGEMENT, L.L.C. is subject to fiduciary duty under federal law.

CLARITY WEALTH MANAGEMENT, L.L.C. is headquartered in GILBERT, AZ.

CLARITY WEALTH MANAGEMENT, L.L.C. serves 76 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓

According to their SEC Form ADV, CLARITY WEALTH MANAGEMENT, L.L.C. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓

CLARITY WEALTH MANAGEMENT, L.L.C. manages $237 million in client assets according to their SEC filing dated March 27, 2026.

According to their SEC Form ADV, CLARITY WEALTH MANAGEMENT, L.L.C. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting

Clients

Number of High-Net-Worth Clients: 76
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.12%
Average Client Assets: $1.8 million
Total Client Accounts: 944
Discretionary Accounts: 720
Non-Discretionary Accounts: 224

Regulatory Filings

CRD Number: 284874
Filing ID: 2085922
Last Filing Date: 2026-03-27 22:27:18

Form ADV Documents

Primary Brochure: ADV PART 2A-CLARITY WEALTH MANAGEMENT, L.L.C. (2026-03-27)

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Form ADV Part 2A – Firm BrochureClarity Wealth Management, L.L.C. 3303 E Baseline Rd #107 Gilbert, AZ 85234 (480) 776-9670 howard.dalmonte@lpl.com https://www.claritywealthmgt.com/ This brochure provides information about the qualifications and business practices of Clarity Wealth Management, L.L.C. (“CWML,” “we,” “us,” or “our”). If you have any questions about the contents of this brochure, please contact us at (480) 776- 9670 or by email at howard.dalmonte@lpl.com. The information in this brochure has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. Additional information about Clarity Wealth Management, L.L.C. is available on the SEC’s website at www.adviserinfo.sec.gov. CWML’s CRD number is 284874. Registration does not imply a certain level of skill or training. Version Date: March 4, 2026 Item 2: Material Changes Since our last annual updating amendment dated December 6, 2024, we have made the following material changes to this brochure: • Charles Booth is no longer a partner of Clarity Wealth Management, L.L.C. as of December 2024. • Updated ownership information to reflect the current principal owners. • Updated account review disclosure in Item 13 to include Deuce Everhart (Richard Monnett Everhart Jr.). • Added disclosure regarding Josh Lutostanski, who is expected to join as a supervised person / junior advisor upon successful completion of required examinations. Item 3: Table of Contents • • • • • • • • • • • • • • • Item 4: Advisory Business Item 5: Fees and Compensation Item 6: Performance-Based Fees and Side-By-Side Management Item 7: Types of Clients Item 8: Methods of Analysis, Investment Strategies, & Risk of Loss Item 9: Disciplinary Information Item 10: Other Financial Industry Activities and Affiliations Item 11: Code of Ethics, Participation or Interest in Client Transactions and Personal Trading Item 12: Brokerage Practices Item 13: Review of Accounts Item 14: Client Referrals and Other Compensation Item 15: Custody Item 16: Investment Discretion Item 17: Voting Client Securities (Proxy Voting) Item 18: Financial Information 1 Item 4: Advisory Business A. Description of the Advisory Firm Clarity Wealth Management, L.L.C. (“CWML”) is a Limited Liability Company formed in August 2007. The principal owners are Richard Monnett Everhart Jr. (also known as Deuce Everhart) and Howard Robard Dal Monte. B. Types of Advisory Services Portfolio Management Services CWML offers ongoing portfolio management services based on each client’s individual goals, objectives, time horizon, and risk tolerance. We create an Investment Suitability Analysis that outlines the client’s current financial situation (income, tax levels, and risk tolerance) and construct a plan to help select an appropriate portfolio. Portfolio management services include, but are not limited to: investment strategy, asset allocation, asset selection, risk tolerance assessment, cash flow planning, tax planning, and regular portfolio monitoring. CWML generally requests discretionary authority from clients to select securities and execute transactions without prior approval for each trade. All investment decisions are made in accordance with our fiduciary duties and without regard to CWML’s own economic or financial interests. We seek fair and equitable allocation of investment opportunities among clients over time. CWML does not use algorithms, AI-driven strategies or complex derivatives. Financial Planning We provide financial planning services that may include investment planning, retirement planning, college planning, tax concerns, life insurance review, debt/credit planning, and cash flow analysis. Services Limited to Specific Types of Investments CWML generally limits its investment advice to mutual funds, fixed income securities, real estate funds (including REITs), insurance products (including annuities), equities, ETFs (including those in gold and precious metals), Treasury Inflation Protected Securities (TIPS), and commodities. We may use other securities when appropriate for diversification. C. Client Tailored Services and Client Imposed Restrictions We tailor our services to each client’s specific needs through an interview process. We may use model portfolios adjusted with client-specific recommendations. Clients may impose reasonable restrictions on investments consistent with their values or beliefs. If restrictions would prevent us from properly servicing the account, we reserve the right to terminate the relationship. D. Wrap Fee Programs CWML does not participate in any wrap fee programs. E. Assets Under Management As of March 4, 2026: Discretionary Assets Under Management: $210,913,958 Non-Discretionary Assets Under Management: $36,007,033 Item 5: Fees and Compensation A. Fee Schedule Portfolio Management Fees (annual rate, tiered on total assets under management) • • • • • • $0 – $99,999: 2.00% $100,000 – $249,999: 1.75% $250,000 – $499,999: 1.50% $500,000 – $999,999: 1.25% $1,000,000 – $2,499,999: 1.10% $2,500,000 and above: 1.00% 2 Fees are calculated based on the value of assets on the last business day of the prior billing period and are generally negotiable. The final fee schedule is attached as Exhibit II to the Investment Advisory Contract. Financial Planning Fees • Fixed fees: Negotiated between $150 and $15,000. • Hourly fees: Negotiated between $150 and $250 per hour. These fees are also negotiable. B. Payment of Fees Portfolio management fees are paid quarterly in advance and may be deducted directly from client accounts (with authorization) or invoiced. Financial planning fees are paid in arrears upon completion via check or wire. Clients may terminate the advisory agreement without penalty within five business days of signing. Thereafter, termination is generally effective upon 3 days’ written notice. Refunds for prepaid asset-based fees are calculated pro-rata (daily rate method). C. Client Responsibility for Third Party Fees Clients are responsible for third-party fees (custodian fees, brokerage commissions, mutual fund expenses, etc.) except in the SWM II program where CWML covers certain third-party fees. These are separate from CWML’s advisory fees. D. Prepayment of Fees We collect certain fees in advance and others in arrears. Refunds for prepaid fees are processed within fourteen days. E. Outside Compensation for the Sale of Securities to Clients Richard Monnett Everhart Jr., Howard Robard Dal Monte, and Rachelle L. Dal Monte are registered representatives of LPL Financial, LLC. Richard and Howard are also independent licensed insurance agents. In these capacities, they may accept compensation for the sale of securities or insurance products to CWML clients. This creates a conflict of interest because it gives an incentive to recommend products based on compensation rather than solely on the client’s needs. We address this conflict by: (1) documenting the conflict in the client file and informing the client; (2) always acting in the client’s best interest; and (3) informing clients that they are not required to purchase recommended products through us or our affiliates. Advisory fees are not reduced to offset any commissions received. Commissions are not our primary source of compensation for advisory services. Item 6: Performance-Based Fees and Side-By-Side Management CWML does not charge performance-based fees or engage in side-by-side management. Individuals Item 7: Types of Clients CWML generally provides advisory services to: • • High-Net-Worth Individuals • Employer retirement plans (such as 401(k) plans) There is no minimum account size. Item 8: Methods of Analysis, Investment Strategies, & Risk of Loss A. Methods of Analysis and Investment Strategies We use charting analysis, cyclical analysis, fundamental analysis, modern portfolio theory, quantitative analysis, and technical analysis. Investment strategies include long-term trading, short-term trading, short sales, margin transactions, and options trading (including covered, uncovered, and spreading strategies). 3 B. Material Risks Involved Investing in securities involves a risk of loss that clients should be prepared to bear. Past performance is not indicative of future results. Specific risks are discussed in the sections below. C. Risks of Specific Securities Utilized CWML’s use of short sales, margin transactions, and options trading generally holds greater risk of capital loss. Clients should be aware that there is a material risk of loss using any investment strategy. The investment types listed below (leaving aside Treasury Inflation Protected/Inflation Linked Bonds) are not guaranteed or insured by the FDIC or any other government agency. Past performance is not indicative of future results. Mutual Funds: Investing in mutual funds carries the risk of capital loss and thus you may lose money investing in mutual funds. All mutual funds have costs that lower investment returns. The funds can be of bond “fixed income” nature (lower risk) or stock “equity” nature. Equity Investments: Equity investment generally refers to buying shares of stocks in return for receiving a future payment of dividends and/or capital gains if the value of the stock increases. The value of equity securities may fluctuate in response to specific situations for each company, industry conditions, and the general economic environment. Fixed Income Investments: Fixed income investments generally pay a return on a fixed schedule, though the amount of the payments can vary. This type of investment can include corporate and government debt securities, leveraged loans, high yield and investment grade debt, and structured products such as mortgage and other asset-backed securities (although individual bonds may be the best-known type of fixed income security). In general, the fixed income market is volatile and fixed income securities carry interest rate risk. (As interest rates rise, bond prices usually fall, and vice versa. This effect is usually more pronounced for longer-term securities.) Fixed income securities also carry inflation risk, liquidity risk, call risk, and credit and default risks for both issuers and counterparties. The risk of default on treasury inflation protected/inflation linked bonds is dependent upon the U.S. Treasury defaulting (extremely unlikely); however, they carry a potential risk of losing share price value, albeit rather minimal. Risks of investing in foreign fixed income securities also include the general risk of non-U.S. investing described below. Exchange Traded Funds (ETFs): An ETF is an investment fund traded on stock exchanges, similar to stocks. Investing in ETFs carries the risk of capital loss (sometimes up to a 100% loss in the case of a stock holding bankruptcy). Areas of concern include the lack of transparency in products and increasing complexity, conflicts of interest, and the possibility of inadequate regulatory compliance. Precious Metal ETFs (e.g., Gold, Silver, or Palladium Bullion backed “electronic shares” not physical metal) specifically may be negatively impacted by several unique factors, among them (1) large sales by the official sector which own a significant portion of aggregate world holdings in gold and other precious metals, (2) a significant increase in hedging activities by producers of gold or other precious metals, (3) a significant change in the attitude of speculators and investors. Real Estate Funds (including REITs): Real estate funds (including REITs) face several kinds of risk that are inherent in the real estate sector, which historically has experienced significant fluctuations and cycles in performance. Revenues and cash flows may be adversely affected by: changes in local real estate market conditions due to changes in national or local economic conditions or changes in local property market characteristics; competition from other properties offering the same or similar services; changes in interest rates and in the state of the debt and equity credit markets; the ongoing need for capital improvements; changes in real estate tax rates and other operating expenses; adverse changes in governmental rules and fiscal policies; adverse changes in zoning laws; the impact of present or future environmental legislation and compliance with environmental laws. Annuities: Annuities are a retirement product for those who may have the ability to pay a premium now and want to guarantee they receive certain monthly payments or a return on investment later in the future. Annuities are contracts issued by a life insurance company designed to meet requirements or other long-term goals. An annuity is not a life insurance policy. Variable annuities are designed to be long-term investments to meet retirement and other long-range goals. Variable annuities are not suitable for meeting short-term goals because substantial taxes and insurance company charges may apply if you withdraw your money early. Variable 4 annuities also involve investment risks, just as mutual funds do. Commodities: Commodities are tangible assets used to manufacture and produce goods or services. Commodity prices are affected by different risk factors, such as disease, storage capacity, supply, demand, delivery constraints, and weather. Because of those risk factors, even a well-diversified investment in commodities can be uncertain. Options: Options are contracts to purchase a security at a given price, risking that an option may expire out of the money resulting in minimal or no value. An uncovered option is a type of options contract that is not backed by an offsetting position that would help mitigate risk. The risk for a “naked” or uncovered put is not unlimited, whereas the potential loss for an uncovered call option is limitless. Spread option positions entail buying and selling multiple options on the same underlying security, but with different strike prices or expiration dates, which helps limit the risk of other option trading strategies. Option transactions also involve risks including but not limited to economic risk, market risk, sector risk, idiosyncratic risk, political/regulatory risk, inflation (purchasing power) risk, and interest rate risk. Margin Transactions: Margin transactions use leverage that is borrowed from a brokerage firm as collateral to purchase financial instruments. When losses occur, the value of the margin account may fall below the brokerage firm’s threshold thereby triggering a margin call. This may force the account holder to either allocate more funds to the account or sell assets on a shorter time frame than desired. Short Sales: Short sales entail the possibility of infinite loss. An increase in the applicable securities’ prices will result in a loss and, over time, the market has historically trended upward. Short-Term Trading: Short-term trading risks include liquidity, economic stability, and inflation, in addition to the long-term trading risks listed above. Frequent trading can affect investment performance, particularly through increased brokerage and other transaction costs and taxes. performance is not indicative of future results. Investing in securities involves a risk of loss that you, as a client, should be prepared to bear. Item 9: Disciplinary Information There are no criminal, civil, administrative, or self-regulatory organization proceedings to report. Item 10: Other Financial Industry Activities and Affiliations Richard Monnett Everhart Jr. and Howard Robard Dal Monte are registered representatives of LPL Financial, LLC and licensed insurance agents. Rachelle L. Dal Monte is a licensed assistant who may, in the future, engage in the sale of securities or insurance products. Josh Lutostanski is currently completing registration requirements (including the Series 7 / 66 examinations and Life/Health for Insurance) and is expected to become a supervised person and junior advisor in 2026. Once registered, he may provide advisory services under the supervision of the firm’s principals. These outside activities create conflicts of interest as described in Item 5.E. CWML and its supervised persons always act in the best interest of the client. Clients are never required to implement recommendations through our affiliated representatives. CWML does not select or compensate third-party advisers. Item 11: Code of Ethics, Participation or Interest in Client Transactions and Personal Trading A. Code of Ethics CWML has a written Code of Ethics covering prohibited transactions, insider trading, personal securities transactions, conflicts of interest, gifts, confidentiality, and compliance procedures. A copy is available to clients upon request. B.–D. We do not recommend securities in which we have a material financial interest. Supervised persons may invest in the same securities as clients, which may create a conflict. We document potential conflicts and never 5 engage in trading that disadvantages clients. Item 12: Brokerage Practices A. Factors Used to Select Custodians and/or Broker/Dealers We recommend LPL Financial, LLC as custodian and broker-dealer and seek best execution. We consider research, technology, and other services provided by LPL (including soft-dollar benefits under Section 28(e) safe harbor). These benefits create a conflict because they may influence our recommendation of LPL even if another custodian might be cheaper or better in some cases. We mitigate this by focusing on the client’s best interest and best execution. We do not receive client referrals in exchange for using a particular broker-dealer. We generally require clients to use LPL for execution. B. Aggregating (Block) Trading We may aggregate trades for multiple clients when appropriate and allocate securities pro-rata in a fair and equitable manner. Item 13: Review of Accounts A. Frequency and Nature of Periodic Reviews and Who Makes Those Reviews We conduct periodic reviews of client accounts to ensure alignment with goals, risk tolerance, and objectives. Reviews generally occur on a quarterly basis (with ongoing daily monitoring) and include assessment of performance, asset allocation, and suitability. Account reviews are conducted by Howard Robard Dal Monte, Richard Monnett Everhart Jr. (Deuce Everhart), and any other qualified supervised persons (such as Josh Lutostanski once he joins as a junior advisor). B. Factors That Will Trigger a Non-Periodic Review Reviews may also be triggered by material market events or significant changes in a client’s financial situation (e.g., retirement, inheritance, job change). C. Content and Frequency of Regular Reports Clients receive quarterly account statements and performance reports from the custodian. Financial planning clients receive the completed plan upon delivery. Item 14: Client Referrals and Other Compensation CWML does not receive economic benefits from third parties for advice rendered to clients, nor do we compensate non-advisory personnel for client referrals. Item 15: Custody When advisory fees are deducted from client accounts, CWML has limited custody. Clients receive statements directly from the custodian and should review them carefully. Item 16: Investment Discretion We provide both discretionary and non-discretionary services. When discretionary authority is granted, we make investment decisions without prior client approval, subject to any client-imposed restrictions. Item 17: Voting Client Securities (Proxy Voting) CWML does not vote client proxies. Clients receive proxies directly from the issuer or custodian and should direct questions to the issuer. Item 18: Financial Information A. We do not require or solicit prepayment of more than $1,200 in fees six or more months in advance; therefore, no balance sheet is required. B. We have no financial condition reasonably likely to impair our ability to meet contractual commitments to clients. C. CWML has not been the subject of a bankruptcy petition in the last ten years. 6

Additional Brochure: PART 2 B DEUCE (2026-03-27)

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This brochure supplement provides information about Richard Monnett Everhart Jr. that supplements the Clarity Wealth Management, L.L.C. brochure. You should have received a copy of that brochure. Please contact Richard Monnett Everhart Jr. if you did not receive Clarity Wealth Management, L.L.C.’s brochure or if you have any questions about the contents of this supplement. Additional information about Richard Monnett Everhart Jr. is also available on the SEC’s website at www.adviserinfo.sec.gov. Clarity Wealth Management, L.L.C. Form ADV Part 2B – Individual Disclosure Brochure for Richard Monnett Everhart Jr. Personal CRD Number: 5851562 Investment Adviser Representative Clarity Wealth Management, 3303 E Baseline Rd #107 Gilbert, AZ 85234 (480) 225-1058 deuce.everhart@lpl.com UPDATED: 03/05/2026 Item 2: Educational Background and Business Experience Richard Monnett Everhart Jr. Name: Born: 1971 Educational Background and Professional Designations: Education: BA German Literature, University of Washington - 1994 Business Background: 09/2016 - Present Partner Clarity Wealth Management, L.L.C. 02/2016 - Present Register Representative LPL Financial, LLC 10/2010 - 01/2016 Financial Advisor Wells Fargo Advisors, LLC 04/2009 - 09/2010 Owner Rohart Financial Services 04/2009 - 04/2010 Loan Officer Amerifirst Financial 08/2004 - 10/2009 Owner Everhart Trading Company, LLC 08/2006 - 05/2009 Branch Manager Pacific Coast Mortgage Item 3: Disciplinary Information There are no legal or disciplinary events that are material to a client’s or prospective client’s evaluation of this advisory business. Item 4: Other Business Activities Richard Monnett Everhart Jr. is a registered representative. From time to time, he will offer clients advice or products from this activity. Clients should be aware that these services pay a commission and involve a possible conflict of interest, as commissionable products can conflict with the fiduciary duties of a registered investment adviser. Clarity Wealth Management, L.L.C. always acts in the best interest of the client; including in the sale of commissionable products to advisory clients. Clients are in no way required to utilize the services any representative of Clarity Wealth Management, L.L.C. in such individual's outside capacity. Richard Monnett Everhart Jr is an independent licensed insurance agent, and from time to time, will offer clients advice or products from those activities. Clients should be aware that these services pay a commission or other compensation and involve a conflict of interest, as commissionable products conflict with the fiduciary duties of a registered investment adviser. Clarity Wealth Management, L.L.C. always acts in the best interest of the client; including the sale of commissionable products to advisory clients. Clients are in no way required to utilize the services of any representative of Clarity Wealth Management, L.L.C. in connection with such individual's activities outside of Clarity Wealth Management, L.L.C. Item 5: Additional Compensation Richard Monnett Everhart Jr. does not receive any economic benefit from any person, company, or organization, other than Clarity Wealth Management, L.L.C. in exchange for providing clients advisory services through Clarity Wealth Management, L.L.C.. Item 6: Supervision As a representative of Clarity Wealth Management, L.L.C., Richard Monnett Everhart Jr. is supervised by Howard Robard Dal Monte, the firm's Chief Compliance officer. Howard Robard Dal Monte is responsible for ensuring that Richard Monnett Everhart Jr. adheres to all required regulations regarding the activities of an Investment Adviser Representative, as well as all policies and procedures outlined in the firm’s Code of Ethics and compliance manual. The phone number for Howard Robard Dal Monte is (480)776-9670. Item 7: Requirements For State Registered Advisers This disclosure is required by state securities authorities and is provided for your use in evaluating this investment advisor representative’s suitability. A. Richard Monnett Everhart Jr. has NOT been involved in any of the events listed below. 1. An award or otherwise being found liable in an arbitration claim alleging damages in fraud, false statement(s), or omissions; theft, embezzlement, or other wrongful taking of property; excess of $2,500, involving any of the following: a) an investment or an investment-related business or activity; b) c) d) bribery, forgery, counterfeiting, or extortion; or e) dishonest, unfair, or unethical practices. 2. An award or otherwise being found liable in a civil, self-regulatory organization, or fraud, false statement(s), or omissions; theft, embezzlement, or other wrongful taking of property; administrative proceeding involving any of the following: a) an investment or an investment-related business or activity; b) c) d) bribery, forgery, counterfeiting, or extortion; or e) dishonest, unfair, or unethical practices. B. Richard Monnett Everhart Jr. has NOT been the subject of a bankruptcy petition in the past ten years.

Additional Brochure: PART 2 B DEUCE EVERHART (2026-03-27)

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This brochure supplement provides information about Richard Monnett Everhart Jr. that supplements the Clarity Wealth Management, L.L.C. brochure. You should have received a copy of that brochure. Please contact Richard Monnett Everhart Jr. if you did not receive Clarity Wealth Management, L.L.C.’s brochure or if you have any questions about the contents of this supplement. Additional information about Richard Monnett Everhart Jr. is also available on the SEC’s website at www.adviserinfo.sec.gov. Clarity Wealth Management, L.L.C. Form ADV Part 2B – Individual Disclosure Brochure for Richard Monnett Everhart Jr. Personal CRD Number: 5851562 Investment Adviser Representative Clarity Wealth Management, 3303 E Baseline Rd #107 Gilbert, AZ 85234 (480) 225-1058 deuce.everhart@lpl.com UPDATED: 03/05/2026 Item 2: Educational Background and Business Experience Richard Monnett Everhart Jr. Name: Born: 1971 Educational Background and Professional Designations: Education: BA German Literature, University of Washington - 1994 Business Background: 09/2016 - Present Partner Clarity Wealth Management, L.L.C. 02/2016 - Present Register Representative LPL Financial, LLC 10/2010 - 01/2016 Financial Advisor Wells Fargo Advisors, LLC 04/2009 - 09/2010 Owner Rohart Financial Services 04/2009 - 04/2010 Loan Officer Amerifirst Financial 08/2004 - 10/2009 Owner Everhart Trading Company, LLC 08/2006 - 05/2009 Branch Manager Pacific Coast Mortgage Item 3: Disciplinary Information There are no legal or disciplinary events that are material to a client’s or prospective client’s evaluation of this advisory business. Item 4: Other Business Activities Richard Monnett Everhart Jr. is a registered representative. From time to time, he will offer clients advice or products from this activity. Clients should be aware that these services pay a commission and involve a possible conflict of interest, as commissionable products can conflict with the fiduciary duties of a registered investment adviser. Clarity Wealth Management, L.L.C. always acts in the best interest of the client; including in the sale of commissionable products to advisory clients. Clients are in no way required to utilize the services any representative of Clarity Wealth Management, L.L.C. in such individual's outside capacity. Richard Monnett Everhart Jr is an independent licensed insurance agent, and from time to time, will offer clients advice or products from those activities. Clients should be aware that these services pay a commission or other compensation and involve a conflict of interest, as commissionable products conflict with the fiduciary duties of a registered investment adviser. Clarity Wealth Management, L.L.C. always acts in the best interest of the client; including the sale of commissionable products to advisory clients. Clients are in no way required to utilize the services of any representative of Clarity Wealth Management, L.L.C. in connection with such individual's activities outside of Clarity Wealth Management, L.L.C. Item 5: Additional Compensation Richard Monnett Everhart Jr. does not receive any economic benefit from any person, company, or organization, other than Clarity Wealth Management, L.L.C. in exchange for providing clients advisory services through Clarity Wealth Management, L.L.C.. Item 6: Supervision As a representative of Clarity Wealth Management, L.L.C., Richard Monnett Everhart Jr. is supervised by Howard Robard Dal Monte, the firm's Chief Compliance officer. Howard Robard Dal Monte is responsible for ensuring that Richard Monnett Everhart Jr. adheres to all required regulations regarding the activities of an Investment Adviser Representative, as well as all policies and procedures outlined in the firm’s Code of Ethics and compliance manual. The phone number for Howard Robard Dal Monte is (480)776-9670. Item 7: Requirements For State Registered Advisers This disclosure is required by state securities authorities and is provided for your use in evaluating this investment advisor representative’s suitability. A. Richard Monnett Everhart Jr. has NOT been involved in any of the events listed below. 1. An award or otherwise being found liable in an arbitration claim alleging damages in fraud, false statement(s), or omissions; theft, embezzlement, or other wrongful taking of property; excess of $2,500, involving any of the following: a) an investment or an investment-related business or activity; b) c) d) bribery, forgery, counterfeiting, or extortion; or e) dishonest, unfair, or unethical practices. 2. An award or otherwise being found liable in a civil, self-regulatory organization, or fraud, false statement(s), or omissions; theft, embezzlement, or other wrongful taking of property; administrative proceeding involving any of the following: a) an investment or an investment-related business or activity; b) c) d) bribery, forgery, counterfeiting, or extortion; or e) dishonest, unfair, or unethical practices. B. Richard Monnett Everhart Jr. has NOT been the subject of a bankruptcy petition in the past ten years.

Additional Brochure: PART 2 B HOWARD (2026-03-27)

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-This brochure supplement provides information about Howard Robard Dal Monte that supplements the Clarity Wealth Management, L.L.C. brochure. You should have received a copy of that brochure. Please contact Howard Robard Dal Monte if you did not receive Clarity Wealth Management, L.L.C.’s brochure or if you have any questions about the contents of this supplement. Additional information about Howard Robard Dal Monte is also available on the SEC’s website at www.adviserinfo.sec.gov. Clarity Wealth Management, L.L.C. Form ADV Part 2B – Individual Disclosure Brochure for Howard Robard Dal Monte Personal CRD Number: 5074419 Investment Adviser Representative Clarity Wealth Management,(cid:3)L.L.C. (cid:22)(cid:22)(cid:19)(cid:22)(cid:3)(cid:40)(cid:3)(cid:37)(cid:68)(cid:86)(cid:72)(cid:79)(cid:76)(cid:81)(cid:72)(cid:3)(cid:53)(cid:71)(cid:3)(cid:6)(cid:20)(cid:19)(cid:26) (cid:42)(cid:76)(cid:79)(cid:69)(cid:72)(cid:85)(cid:87)(cid:15)(cid:3)(cid:36)(cid:61)(cid:3)(cid:27)(cid:24)(cid:21)(cid:22)(cid:23) (480) 776-9670 howard.dalmonte@lpl.com UPDATED: (cid:19)(cid:22)(cid:18)(cid:19)(cid:24)(cid:18)(cid:21)(cid:19)(cid:21)(cid:25) Item 2: Educational Background and Business Experience Name: Howard Robard Dal Monte Born: 1976 Educational Background and Professional Designations: Education: BSBA Business Administration Business Administration, Northern Arizona University - 2003 Business Background: 09/2016 - Present Partner Clarity Wealth Management, L.L.C. 10/2015 - Present Registered Representative LPL Financial LLC 10/2003 – 12/2016 Owner Reptile Fanatics 03/2012 - 08/2015 Financial Advisor Wells Fargo Investments, LLC 03/2009 - 03/2012 Financial Advisor Edward Jones Investments 01/2008 - 01/2009 Premier Client Manager Bank of America Investment Services, Inc. 01/2008 - 01/2009 Premier Client Manager Bank of America, N.A. 11/2005 - 01/2008 Licensed Banker / Bank Manager JP Morgan Chase Item 3: Disciplinary Information There are no legal or disciplinary events that are material to a client’s or prospective client’s evaluation of this advisory business. Item 4: Other Business Activities Howard Robard Dal Monte is a registered representative of LPL Financial LLC and from time to time, will offer clients advice or products from those activities. Clients should be aware that these services pay a commission or other compensation and involve a conflict of interest, as commissionable products conflict with the fiduciary duties of a registered investment adviser. CWML always acts in the best interest of the client, including with respect to the sale of commissionable products to advisory clients. Clients are in no way required to implement the plan through any representative of CWML in such individual’s capacity as a registered representative. Howard Robard Dal Monte is an independent licensed insurance agent, and from time to time, will offer clients advice or products from those activities. Clients should be aware that these services pay a commission or other compensation and involve a conflict of interest, as commissionable products conflict with the fiduciary duties of a registered investment adviser. CWML always acts in the best interest of the client; including the sale of commissionable products to advisory clients. Clients are in no way required to utilize the services of any representative of CWML in connection with such individual's activities outside of CWML. Item 5: Additional Compensation Howard Robard Dal Monte does not receive any economic benefit from any person, company, or organization, other than Clarity Wealth Management, L.L.C. in exchange for providing clients advisory services through Clarity Wealth Management, L.L.C.. Item 6: Supervision As a representative of Clarity Wealth Management, L.L.C., Howard Robard Dal Monte is supervised by Richard Monnett Everhart Jr. (also known as Deuce Everhart), a partner and financial advisor of the firm. Richard Monnett Everhart Jr. is responsible for ensuring that Howard Robard Dal Monte adheres to all required regulations regarding the activities of an Investment Adviser Representative, as well as all policies and procedures of the firm outlined in the firm’s Code of Ethics and compliance manual. The phone number for Deuce is (480) 480-225-1058 Item 7: Requirements For State Registered Advisers This disclosure is required by state securities authorities and is provided for your use in evaluating this investment advisor representative’s suitability. A. Howard Robard Dal Monte has NOT been involved in any of the events listed below. 1. An award or otherwise being found liable in an arbitration claim alleging damages in fraud, false statement(s), or omissions; theft, embezzlement, or other wrongful taking of property; excess of $2,500, involving any of the following: a) an investment or an investment-related business or activity; b) c) d) bribery, forgery, counterfeiting, or extortion; or e) dishonest, unfair, or unethical practices. 2. An award or otherwise being found liable in a civil, self-regulatory organization, or fraud, false statement(s), or omissions; theft, embezzlement, or other wrongful taking of property; administrative proceeding involving any of the following: a) an investment or an investment-related business or activity; b) c) d) bribery, forgery, counterfeiting, or extortion; or e) dishonest, unfair, or unethical practices. B. Howard Robard Dal Monte has NOT been the subject of a bankruptcy petition in the past ten years.

Additional Brochure: PART 2B - HOWARD ROBARD DAL MONTE (2026-03-27)

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-This brochure supplement provides information about Howard Robard Dal Monte that supplements the Clarity Wealth Management, L.L.C. brochure. You should have received a copy of that brochure. Please contact Howard Robard Dal Monte if you did not receive Clarity Wealth Management, L.L.C.’s brochure or if you have any questions about the contents of this supplement. Additional information about Howard Robard Dal Monte is also available on the SEC’s website at www.adviserinfo.sec.gov. Clarity Wealth Management, L.L.C. Form ADV Part 2B – Individual Disclosure Brochure for Howard Robard Dal Monte Personal CRD Number: 5074419 Investment Adviser Representative Clarity Wealth Management,(cid:3)L.L.C. (cid:22)(cid:22)(cid:19)(cid:22)(cid:3)(cid:40)(cid:3)(cid:37)(cid:68)(cid:86)(cid:72)(cid:79)(cid:76)(cid:81)(cid:72)(cid:3)(cid:53)(cid:71)(cid:3)(cid:6)(cid:20)(cid:19)(cid:26) (cid:42)(cid:76)(cid:79)(cid:69)(cid:72)(cid:85)(cid:87)(cid:15)(cid:3)(cid:36)(cid:61)(cid:3)(cid:27)(cid:24)(cid:21)(cid:22)(cid:23) (480) 776-9670 howard.dalmonte@lpl.com UPDATED: (cid:19)(cid:22)(cid:18)(cid:19)(cid:24)(cid:18)(cid:21)(cid:19)(cid:21)(cid:25) Item 2: Educational Background and Business Experience Name: Howard Robard Dal Monte Born: 1976 Educational Background and Professional Designations: Education: BSBA Business Administration Business Administration, Northern Arizona University - 2003 Business Background: 09/2016 - Present Partner Clarity Wealth Management, L.L.C. 10/2015 - Present Registered Representative LPL Financial LLC 10/2003 – 12/2016 Owner Reptile Fanatics 03/2012 - 08/2015 Financial Advisor Wells Fargo Investments, LLC 03/2009 - 03/2012 Financial Advisor Edward Jones Investments 01/2008 - 01/2009 Premier Client Manager Bank of America Investment Services, Inc. 01/2008 - 01/2009 Premier Client Manager Bank of America, N.A. 11/2005 - 01/2008 Licensed Banker / Bank Manager JP Morgan Chase Item 3: Disciplinary Information There are no legal or disciplinary events that are material to a client’s or prospective client’s evaluation of this advisory business. Item 4: Other Business Activities Howard Robard Dal Monte is a registered representative of LPL Financial LLC and from time to time, will offer clients advice or products from those activities. Clients should be aware that these services pay a commission or other compensation and involve a conflict of interest, as commissionable products conflict with the fiduciary duties of a registered investment adviser. CWML always acts in the best interest of the client, including with respect to the sale of commissionable products to advisory clients. Clients are in no way required to implement the plan through any representative of CWML in such individual’s capacity as a registered representative. Howard Robard Dal Monte is an independent licensed insurance agent, and from time to time, will offer clients advice or products from those activities. Clients should be aware that these services pay a commission or other compensation and involve a conflict of interest, as commissionable products conflict with the fiduciary duties of a registered investment adviser. CWML always acts in the best interest of the client; including the sale of commissionable products to advisory clients. Clients are in no way required to utilize the services of any representative of CWML in connection with such individual's activities outside of CWML. Item 5: Additional Compensation Howard Robard Dal Monte does not receive any economic benefit from any person, company, or organization, other than Clarity Wealth Management, L.L.C. in exchange for providing clients advisory services through Clarity Wealth Management, L.L.C.. Item 6: Supervision As a representative of Clarity Wealth Management, L.L.C., Howard Robard Dal Monte is supervised by Richard Monnett Everhart Jr. (also known as Deuce Everhart), a partner and financial advisor of the firm. Richard Monnett Everhart Jr. is responsible for ensuring that Howard Robard Dal Monte adheres to all required regulations regarding the activities of an Investment Adviser Representative, as well as all policies and procedures of the firm outlined in the firm’s Code of Ethics and compliance manual. The phone number for Deuce is (480) 480-225-1058 Item 7: Requirements For State Registered Advisers This disclosure is required by state securities authorities and is provided for your use in evaluating this investment advisor representative’s suitability. A. Howard Robard Dal Monte has NOT been involved in any of the events listed below. 1. An award or otherwise being found liable in an arbitration claim alleging damages in fraud, false statement(s), or omissions; theft, embezzlement, or other wrongful taking of property; excess of $2,500, involving any of the following: a) an investment or an investment-related business or activity; b) c) d) bribery, forgery, counterfeiting, or extortion; or e) dishonest, unfair, or unethical practices. 2. An award or otherwise being found liable in a civil, self-regulatory organization, or fraud, false statement(s), or omissions; theft, embezzlement, or other wrongful taking of property; administrative proceeding involving any of the following: a) an investment or an investment-related business or activity; b) c) d) bribery, forgery, counterfeiting, or extortion; or e) dishonest, unfair, or unethical practices. B. Howard Robard Dal Monte has NOT been the subject of a bankruptcy petition in the past ten years.