|
⚲
|
| Keyboard |
| Clarity Financial Planners LLC
✚
|
|
|---|---|
| CRD # | 277114 |
| SEC # | 801-130103 |
| CIK # | |
| AUM | 132.5 M (2026-03-31) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 314-548-2260 |
| Address | 168 N Meramec Avenue Clayton, MO 63105 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 12 | 2.2 |
| (b) Individuals (high net worth individuals) | 26 | 128.4 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 1.9 |
| (n) Other | 0 | 0.0 |
| Total | 213 | 132.5 |
| By Discretionary | ||
| Discretionary | 211 | 131.9 |
| Non-Discretionary | 2 | 0.5 |
| Total | 213 | 132.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 132.5 | |
| Total | 213 | 132.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Degreen Private Wealth LLC
✚
|
AZ | 132.8 M |
|
Ari Group LLC
✚
|
NY | 132.8 M |
|
Green & Deckert LLC
✚
|
TX | 132.8 M |
|
Tricapital Wealth Management Inc
✚
|
NC | 132.7 M |
|
Charis Legacy Partners LLC
✚
|
TX | 132.7 M |
|
Complete Wealth Management LLC
✚
|
132.5 M | |
|
Stites Financial Consulting
✚
|
CA | 132.3 M |
|
Jansen Wealth Management LLC
✚
|
WI | 132.3 M |
|
Wealth Ease Wealth Management LLC
✚
|
MI | 132.2 M |
|
Ramsey Hill Asset Management LLC
✚
|
132.1 M |