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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Clarity Wealth Advisors LLC
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|---|---|
| CRD # | 157913 |
| SEC # | 801-79251 |
| CIK # | 0001767384 |
| AUM | $601.2 M (2025-03-25) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 408-560-3220 |
| Address | 2160 The Alameda San Jose, CA 95126 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 28.1 | ||
| Facebook Inc | 12.3 | ||
| Costco Wholesale Corp /NEW | 11.2 | ||
| J P Morgan Chase & Co | 9.8 | ||
| Alphabet Inc | 9.3 | ||
| Nvidia Corp | 8.3 | ||
| VISA Inc | 8.0 | ||
| Citigroup Inc | 7.0 | ||
| AbbVie Inc | 6.0 | ||
| Alphabet Inc | 5.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 127 | 42.8 |
| (b) Individuals (high net worth individuals) | 213 | 539.0 |
| (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 | 4 | 18.8 |
| (h) Charitable organizations | 1 | 0.6 |
| (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 | 1,289 | 601.2 |
| By Discretionary | ||
| Discretionary | 1,289 | 601.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,289 | 601.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 601.2 | |
| Total | 1,289 | 601.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001767384] |
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|---|---|---|
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Tradewinds Capital Management LLC
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WA | 0.6 |
|
Little House Capital LLC
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|
MA | 0.6 |
|
SkyOak Wealth LLC
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MI | 0.6 |
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Truvestments Capital LLC
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FL | 0.6 |
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Providence Wealth Advisors LLC
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IL | 0.6 |
|
Riverwater Partners LLC
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WI | 0.6 |
|
Taiko Private Wealth
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|
IL | 0.6 |
|
Vishria Bird Financial Group LLC
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|
TN | 0.6 |
|
NVWM LLC
✚
|
PA | 0.6 |
|
Brady Martz Wealth Solutions LLC
✚
|
ND | 0.6 |