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Clarity Retirement & Wealth, LLC

● SEC registered since 2025CRD 337718SEC# 801-134185New Bedford, MA
Export (members)
Reg. AUM
—
Employees
1
Accounts
—
Location
New Bedford, MA

Clarity Retirement & Wealth, LLC assets under management

Clarity Retirement & Wealth, LLC operates as an SEC-registered investment adviser based in New Bedford, MA. The firm has been registered since 2025. It employs 1 people.
clarityrw.comView on SEC.gov ↗

Clarity Retirement & Wealth, LLC owners & executives

1 reported
NameTitleOwnershipSince
John Edward Williams ControlManaging Member, Chief Compliance OfficerOver 75%2025

Frequently asked questions

How many employees does Clarity Retirement & Wealth, LLC have?

Clarity Retirement & Wealth, LLC reports 1 employees.

Where is Clarity Retirement & Wealth, LLC located?

Clarity Retirement & Wealth, LLC is based in New Bedford, MA and has been SEC-registered since 2025.

Does Clarity Retirement & Wealth, LLC disclose fund performance?

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

Contact & registration

Address158 Charles L McCombs Blvd., 2nd Floor, New Bedford, MA 02745
Phone774-992-7444
Fax774-206-1240
Office hours9:00 a.m. To 5:00 p.m.
SEC regionBoston Regional Office (BRO)
CIK2103352
Discloses disciplinary historyNo