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Clarity Financial Planners, LLC

● SEC registered since 2024CRD 277114SEC# 801-130103Clayton, MO
Export (members)
Reg. AUM
$118.6M
Employees
2
Accounts
211
Location
Clayton, MO

Clarity Financial Planners, LLC assets under management

Clarity Financial Planners, LLC operates as an SEC-registered investment adviser based in Clayton, MO. The firm has been registered since 2024. It reports $118.6 million in regulatory assets under management and employs 2 people.
www.linkedin.com/company/clarity-financial-plannersView on SEC.gov ↗

Clarity Financial Planners, LLC owners & executives

1 reported
NameTitleOwnershipSince
Shannon Faye Moenkhaus ControlManaging Member / Chief Compliance OfficerOver 75%2015

Frequently asked questions

How much does Clarity Financial Planners, LLC manage?

Clarity Financial Planners, LLC reports $118.6 million in regulatory assets under management on its Form ADV.

How many employees does Clarity Financial Planners, LLC have?

Clarity Financial Planners, LLC reports 2 employees.

Where is Clarity Financial Planners, LLC located?

Clarity Financial Planners, LLC is based in Clayton, MO and has been SEC-registered since 2024.

Does Clarity Financial Planners, LLC disclose fund performance?

Clarity Financial Planners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address168 N. Meramec Avenue, Suite 150, Clayton, MO 63105
Phone314-548-2260
Office hours8:30 a.m.-5:30 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$117.7M
Non-discretionary$921K
Total (RAUM)$118.6M