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| Happy Holidays!! thanks for using AUM13F!! |
| Clarity Financial Planners LLC
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| CRD # | 277114 |
| SEC # | 801-130103 |
| CIK # | |
| AUM | $118.6 M (2025-06-16) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 314-548-2260 |
| Address | 168 N Meramec Avenue Clayton, MO 63105 |
| Source | [IAPD] [Website] [Twitter] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 12 | 3.0 |
| (b) Individuals (high net worth individuals) | 25 | 113.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.7 |
| (n) Other | 0 | 0.0 |
| Total | 211 | 118.6 |
| By Discretionary | ||
| Discretionary | 209 | 117.7 |
| Non-Discretionary | 2 | 0.9 |
| Total | 211 | 118.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 118.6 | |
| Total | 211 | 118.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Knox Avenue Financial Corp
✚
|
MN | 0.1 |
|
Lifepoint Planning PLLC
✚
|
IL | 0.1 |
|
Tricapital Wealth Management Inc
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|
NC | 0.1 |
|
RIA Wealth Advisors LLC
✚
|
TX | 0.1 |
|
FC Wealth Inc
✚
|
WA | 0.1 |
|
Shadowridge Asset Management LLC
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|
TX | 0.1 |
|
Kevin E Vandenberg LLC
✚
|
0.1 | |
|
St Clair Jr Donald Lee
✚
|
CA | 0.1 |
|
Bauman Advisory Group LLC
✚
|
NV | 0.1 |
|
Brooklawn Capital Advisors LLC
✚
|
NY | 0.1 |