Clarity Wealth Management LLC

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Assets, Funds, Holdings

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Clarity Wealth Management LLC
CRD #284874
SEC #801-123481
CIK #
AUM $145.8 MM (2024-07-16)
Employees 4 (75% Investors, 75% Brokers)
Phone480-962-1181
Address1234 S Power Rd
Mesa, AZ 85206
Source [IAPD] [Website]
Total AUM ($MM)
15012090603002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 286 74.2
(b) Individuals (high net worth individuals) 27 56.6
(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 8.0
(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 3 4.1
(n) Other 24 2.8
Total 560 145.8
By Discretionary
Discretionary 379 94.8
Non-Discretionary 181 51.0
Total 560 145.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 145.8
Total 560 145.8
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Outfitter Financial LLC
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Millennial Wealth LLC
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ERISA Advisers Inc
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Connected Wealth Solutions LLC
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Cross State Financial Group LLC
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