CLARITY WEALTH MANAGEMENT, INC.

CLARITY WEALTH MANAGEMENT, INC. of IRVINE, CA is an SEC-registered investment adviser (CRD 153258). Regulatory assets under management: $127.8M.

Registration

• CRD: 153258
• SEC file number: 801-124722
• Type: Registered investment adviser
• Location: 16440 BAKE PARKWAY, SUITE 100, IRVINE, CA, 92618
• Phone: (949) 579-9893
• Latest filing: 2022-03-24
• Regulatory AUM: $127.8M
• Discretionary AUM: $118.3M
• Non-discretionary AUM: $9.4M
• Clients: 3
• Accounts: 290

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 153258 on SEC IAPD (source of record)
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