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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Clarity Wealth Development LLC
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|---|---|
| CRD # | 155103 |
| SEC # | 801-121546 |
| CIK # | 0002048774 |
| AUM | $170.6 M (2025-03-19) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 541-753-1898 |
| Address | 262 NW Polk Ave Corvallis, OR 97330 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 2.7 | ||
| Microsoft Corp | 1.9 | ||
| Costco Wholesale Corp /NEW | 0.9 | ||
| Nike Inc | 0.9 | ||
| Honeywell International Inc | 0.6 | ||
| Mastercard Inc | 0.6 | ||
| VISA Inc | 0.6 | ||
| Southern Co | 0.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 177 | 79.6 |
| (b) Individuals (high net worth individuals) | 58 | 90.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 770 | 170.6 |
| By Discretionary | ||
| Discretionary | 770 | 170.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 770 | 170.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 170.6 | |
| Total | 770 | 170.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002048774] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Integrity Wealth Partners LLC
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|
CA | 0.2 |
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Highroad Wealth Advisors LLC
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OR | 0.2 |
|
Lexington Hill Partners LLC
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TX | 0.2 |
|
Granite Financial Group LLC
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WI | 0.2 |
|
Rossjohnson & Associates LLC
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|
MN | 0.2 |
|
Wharton Wealth Management LLC
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|
PA | 0.2 |
|
Robinson Value Management Ltd
✚
|
TX | 0.2 |
|
Apex Wealth Management LLC
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|
NH | 0.2 |
|
George M Hiller Companies LLC
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|
GA | 0.2 |
|
Smartharvest Portfolios LLC
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|
0.2 |