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Clarity Wealth Management, L.L.C.

● SEC registered since 2022CRD 284874SEC# 801-123481Gilbert, AZ
Export (members)
Reg. AUM
$247.8M
Employees
5
Accounts
909
Location
Gilbert, AZ

Clarity Wealth Management, L.L.C. assets under management

Clarity Wealth Management, L.L.C. operates as an SEC-registered investment adviser based in Gilbert, AZ. The firm has been registered since 2022. It reports $247.8 million in regulatory assets under management and employs 5 people.
www.claritywealthmgt.comView on SEC.gov ↗

Clarity Wealth Management, L.L.C. owners & executives

2 reported
NameTitleOwnershipSince
Howard Robard Dal Monte ControlPartner & Cco25-50%2016
Richard Monnett Everhart ControlPartner25-50%2016

Frequently asked questions

How much does Clarity Wealth Management, L.L.C. manage?

Clarity Wealth Management, L.L.C. reports $247.8 million in regulatory assets under management on its Form ADV.

How many employees does Clarity Wealth Management, L.L.C. have?

Clarity Wealth Management, L.L.C. reports 5 employees.

Where is Clarity Wealth Management, L.L.C. located?

Clarity Wealth Management, L.L.C. is based in Gilbert, AZ and has been SEC-registered since 2022.

Does Clarity Wealth Management, L.L.C. disclose fund performance?

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

Contact & registration

Address3303 E Baseline Rd, Ste. 107, Gilbert, AZ 85234
Phone480-776-9670
Fax480-750-0519
Office hours9:00 a.m. - 6:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK2071834
Discloses disciplinary historyNo

Assets under management

Discretionary$223.4M
Non-discretionary$24.4M
Total (RAUM)$247.8M