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Clarity Wealth Management LLC
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CRD # | 284874 |
SEC # | 801-123481 |
CIK # | |
AUM | $145.8 MM (2024-07-16) |
Employees | 4 (75% Investors, 75% Brokers) |
Phone | 480-962-1181 |
Address | 1234 S Power Rd Mesa, AZ 85206 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 286 | 74.2 |
(b) Individuals (high net worth individuals) | 27 | 56.6 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 4 | 8.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 3 | 4.1 |
(n) Other | 24 | 2.8 |
Total | 560 | 145.8 |
By Discretionary | ||
Discretionary | 379 | 94.8 |
Non-Discretionary | 181 | 51.0 |
Total | 560 | 145.8 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 145.8 | |
Total | 560 | 145.8 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
ECIO Inc
✚
|
WI | 0.1 |
191 Godwin Associates Inc D/B/A Godwin Capital Management
✚
|
NJ | 0.1 |
M E Allison & Co Inc
✚
|
TX | 0.1 |
Naples Money Management LLC
✚
|
FL | 0.1 |
Coordinated Capital Securities Inc
✚
|
WI | 0.1 |
Outfitter Financial LLC
✚
|
ME | 0.1 |
Millennial Wealth LLC
✚
|
WA | 0.1 |
ERISA Advisers Inc
✚
|
TN | 0.1 |
Connected Wealth Solutions LLC
✚
|
OR | 0.1 |
Cross State Financial Group LLC
✚
|
NM | 0.1 |