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| Keyboard |
| Clarity Retirement & Wealth LLC
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|---|---|
| CRD # | 337718 |
| SEC # | 801-134185 |
| CIK # | 0002103352 |
| AUM | 139.5 M (2026-01-14) |
| Employees | 2 (100% Investors, 100% Brokers) |
| Fees | |
| Minimum | |
| Phone | 774-992-7444 |
| Address | 158 Charles L Mccombs Blvd New Bedford, MA 02745 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 231 | 48.3 |
| (b) Individuals (high net worth individuals) | 98 | 91.2 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 499 | 139.5 |
| By Discretionary | ||
| Discretionary | 499 | 139.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 499 | 139.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 139.5 | |
| Total | 499 | 139.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002103352] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Legacy PCG LLC
✚
|
CA | 139.8 M |
|
Imperity Wealth Alliance LLC
✚
|
NY | 139.7 M |
|
Ross Wealth Advisors LLC
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|
OH | 139.7 M |
|
Monetary Solutions Ltd
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|
OH | 139.7 M |
|
Contrary Legacy LLC
✚
|
139.7 M | |
|
Coombs Wealth Advisory LLC
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|
PA | 139.6 M |
|
Boyd Financial Strategies Inc
✚
|
MA | 139.6 M |
|
Sikorski Wealth Management LLC
✚
|
CA | 139.6 M |
|
Alteris Capital Partners LLC
✚
|
TX | 139.5 M |
|
Beyond Wealth Management Group LLC
✚
|
NY | 139.4 M |