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| Keyboard |
| Clarity Wealth Management LLC
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|---|---|
| CRD # | 284874 |
| SEC # | 801-123481 |
| CIK # | 0002071834 |
| AUM | 236.8 M (2026-03-27) |
| Employees | 5 (40% Investors, 60% Brokers) |
| Phone | 480-776-9670 |
| Address | 3303 E Baseline Rd Gilbert, AZ 85234 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 851 | 83.8 |
| (b) Individuals (high net worth individuals) | 76 | 140.0 |
| (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 | 9.8 |
| (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 | 13 | 3.2 |
| Total | 944 | 236.8 |
| By Discretionary | ||
| Discretionary | 720 | 212.2 |
| Non-Discretionary | 224 | 24.6 |
| Total | 944 | 236.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 236.8 | |
| Total | 944 | 236.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Capital Financial Group Inc
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CO | 237.4 M |
|
Redemption Capital Partners LLC
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|
North American Wealth Advisors Inc
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MN | 237.3 M |
|
Cambridge Wealth Advisors LLC
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237.0 M | |
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Axiom Investment Management LLC
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|
Your Private Client Group Inc
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236.7 M | |
|
Spectrum Financial Inc
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VA | 236.5 M |
|
Schamberger Greylak & Utterback Wealth Management LLC
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|
WI | 236.4 M |
|
Castle Wealth Planning LLC
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|
CA | 236.4 M |
|
Lanier Financial Group LLC
✚
|
GA | 236.2 M |