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| Clarity Wealth Advisors LLC
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|---|---|
| CRD # | 157913 |
| SEC # | 801-79251 |
| CIK # | 0001767384 |
| AUM | $732.9 M (2026-03-25) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 408-560-3220 |
| Address | 2160 The Alameda San Jose, CA 95126 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 34.9 | ||
| Alphabet Inc | 15.3 | ||
| Costco Wholesale Corp /NEW | 11.7 | ||
| Facebook Inc | 10.4 | ||
| J P Morgan Chase & Co | 9.9 | ||
| Citigroup Inc | 9.1 | ||
| Nvidia Corp | 9.1 | ||
| Alphabet Inc | 8.0 | ||
| Johnson & Johnson | 7.4 | ||
| AbbVie Inc | 7.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 113 | 35.0 |
| (b) Individuals (high net worth individuals) | 223 | 677.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 19.7 |
| (h) Charitable organizations | 2 | 0.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,353 | 732.9 |
| By Discretionary | ||
| Discretionary | 1,353 | 732.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,353 | 732.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 732.9 | |
| Total | 1,353 | 732.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001767384] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Fractal Investments LLC
✚
|
0.7 | |
|
Alpha Capital Management Group LLC
✚
|
CO | 0.7 |
|
KKM Financial LLC
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|
IL | 0.7 |
|
Allium Financial Advisors LLC
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|
OR | 0.7 |
|
ABLE Financial Group LLC
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|
AZ | 0.7 |
|
SKBA Capital Management LLC
✚
|
CA | 0.7 |
|
Navalign LLC
✚
|
CA | 0.7 |
|
Centerpoint Advisors LLC
✚
|
MA | 0.7 |
|
Newman Dignan & Sheerar Inc
✚
|
RI | 0.7 |
|
Sevenbridge Financial Group LLC
✚
|
PA | 0.7 |