Overview
Assets Under Management: $237 million
Headquarters: GILBERT, AZ
High-Net-Worth Clients: 76
Average Client Assets: $2 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 February 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 February 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 High-Net-Worth Client Assets: $2 million
Total Client Accounts: 944
Discretionary Accounts: 720
Non-Discretionary Accounts: 224
Regulatory Filings
CRD Number: 284874
Filing ID: 2060361
Last Filing Date: 2026-02-27 09:29:23