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| Clarity Wealth Development LLC
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|---|---|
| CRD # | 155103 |
| SEC # | 801-121546 |
| CIK # | 0002048774 |
| AUM | 208.6 M (2026-03-11) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 541-753-1898 |
| Address | 262 NW Polk Ave Corvallis, OR 97330 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 2.9 | ||
| Microsoft Corp | 1.3 | ||
| Costco Wholesale Corp /NEW | 0.7 | ||
| Nike Inc | 0.7 | ||
| Alphabet Inc | 0.6 | ||
| Honeywell International Inc | 0.5 | ||
| Southern Co | 0.5 | ||
| Mastercard Inc | 0.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 145 | 55.5 |
| (b) Individuals (high net worth individuals) | 81 | 153.1 |
| (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 | 712 | 208.6 |
| By Discretionary | ||
| Discretionary | 712 | 208.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 712 | 208.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 208.6 | |
| Total | 712 | 208.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002048774] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 7 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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209.0 M | |
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CAVU Wealth Management Inc
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Blum Financial LP
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O'Connell Investment and Insurance Services LLC
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OR | 208.4 M |
|
Ponta Wealth Partners LLC
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|
SFC Financial LLC
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