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| Happy Holidays!! thanks for using AUM13F!! |
| Clarity Wealth Management LLC
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|---|---|
| CRD # | 284874 |
| SEC # | 801-123481 |
| CIK # | |
| AUM | $167.7 M (2025-04-01) |
| Employees | 4 (50% Investors, 75% Brokers) |
| Phone | 480-962-1181 |
| Address | 1234 S Power Rd Mesa, AZ 85206 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 251 | 47.5 |
| (b) Individuals (high net worth individuals) | 44 | 86.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 9.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 5.4 |
| (n) Other | 60 | 18.8 |
| Total | 603 | 167.7 |
| By Discretionary | ||
| Discretionary | 435 | 118.2 |
| Non-Discretionary | 168 | 49.5 |
| Total | 603 | 167.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 167.7 | |
| Total | 603 | 167.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Rookwood Wealth Management LLC
✚
|
0.2 | |
|
Johnson Lyman Inc
✚
|
CA | 0.2 |
|
Costello Financial Planning Inc
✚
|
0.2 | |
|
Integrity Investment Advisors LLC
✚
|
0.2 | |
|
Laughlin Financial LLC
✚
|
IN | 0.2 |
|
Rayliant Investment Research
✚
|
CA | 0.2 |
|
Momentum Wealth Planning LLC
✚
|
0.2 | |
|
Calvert Wealth Management Inc
✚
|
MD | 0.2 |
|
Corrales & Company LLC
✚
|
FL | 0.2 |
|
Taurus Capital Advisors LLC
✚
|
OR | 0.2 |