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| Clarify Wealth Management Inc
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| |
|---|---|
| CRD # | 172355 |
| SEC # | 801-108586 |
| CIK # | |
| AUM | $410.0 MM (2024-07-03) |
| Employees | 11 (73% Investors, 0% Brokers) |
| Phone | 513-381-0001 |
| Address | 50 Ebusiness Way Cincinnati, OH 45241 |
| Source | [IAPD] [Website] [Twitter] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 559 | 110.9 |
| (b) Individuals (high net worth individuals) | 279 | 242.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 2.2 |
| (h) Charitable organizations | 3 | 54.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,552 | 410.0 |
| By Discretionary | ||
| Discretionary | 1,552 | 410.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,552 | 410.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 410.0 | |
| Total | 1,552 | 410.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
10th Mountain LLC
✚
|
OH | 0.4 |
|
Broadleaf Partners LLC
✚
|
OH | 0.4 |
|
Creekmur Asset Management LLC
✚
|
IL | 0.4 |
|
Morganrosel Wealth Management LLC
✚
|
CO | 0.4 |
|
Fortress Wealth Planning LLC
✚
|
FL | 0.4 |
|
Navis Wealth Advisors LLC
✚
|
NY | 0.4 |
|
Avaii Wealth Management LLC
✚
|
WI | 0.4 |
|
Dean Jacobson Financial Services LLC
✚
|
TX | 0.4 |
|
Compass Financial Management LLC
✚
|
FL | 0.4 |
|
Zimmermann Investment Management & Planning LLC
✚
|
PA | 0.4 |