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Clarity Wealth Development, LLC

● SEC registered since 2021CRD 155103SEC# 801-121546Corvallis, OR
Export (members)
Reg. AUM
$170.6M
Employees
4
Accounts
770
Location
Corvallis, OR

Clarity Wealth Development, LLC assets under management

Clarity Wealth Development, LLC is a registered investment adviser overseen by the SEC based in Corvallis, OR. The firm has been registered since 2021. It reports $170.6 million in regulatory assets under management and employs 4 people.

Clarity Wealth Development, LLC owners & executives

2 reported
NameTitleOwnershipSince
Kay Dee Cole ControlChief Executive Officer And Chief Compliance OfficerOver 75%2010
Kim Meyer Hall ControlChief Operating Officer25-50%2020

Frequently asked questions

How much does Clarity Wealth Development, LLC manage?

Clarity Wealth Development, LLC reports $170.6 million in regulatory assets under management on its Form ADV.

How many employees does Clarity Wealth Development, LLC have?

Clarity Wealth Development, LLC reports 4 employees.

Where is Clarity Wealth Development, LLC located?

Clarity Wealth Development, LLC is based in Corvallis, OR and has been SEC-registered since 2021.

Does Clarity Wealth Development, LLC disclose fund performance?

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

Contact & registration

Address262 NW Polk Ave, Corvallis, OR 97330
Phone541-753-1898
Fax541-753-1909
Office hours8:30 a.m. - 4:30 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$170.6M
Non-discretionary$0
Total (RAUM)$170.6M