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Clarity Wealth Advisors, LLC

● SEC registered since 2014CRD 157913SEC# 801-79251San Jose, CA
Export (members)
Reg. AUM
$601.2M
Employees
4
Accounts
1,289
Location
San Jose, CA

Clarity Wealth Advisors, LLC assets under management

Clarity Wealth Advisors, LLC is an investment advisory firm registered with the SEC based in San Jose, CA. The firm has been registered since 2014. It reports $601.2 million in regulatory assets under management and employs 4 people.

Clarity Wealth Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Milind Pinak DalalManaging Director10-25%2013
Parvin Nmn Manuchehri ControlManaging Member / Chief Compliance OfficerOver 75%2011

Frequently asked questions

How much does Clarity Wealth Advisors, LLC manage?

Clarity Wealth Advisors, LLC reports $601.2 million in regulatory assets under management on its Form ADV.

How many employees does Clarity Wealth Advisors, LLC have?

Clarity Wealth Advisors, LLC reports 4 employees.

Where is Clarity Wealth Advisors, LLC located?

Clarity Wealth Advisors, LLC is based in San Jose, CA and has been SEC-registered since 2014.

Does Clarity Wealth Advisors, LLC disclose fund performance?

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

Contact & registration

Address2160 the Alameda, Suite a, San Jose, CA 95126
Phone408-560-3220
Fax408-560-3221
Office hours8:00 a.m. - 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$601.2M
Non-discretionary$0
Total (RAUM)$601.2M