CLARITY WEALTH MANAGEMENT, L.L.C.

CLARITY WEALTH MANAGEMENT, L.L.C. of GILBERT, AZ is an SEC-registered investment adviser (CRD 284874). Regulatory assets under management: $236.8M.

Registration

• CRD: 284874
• SEC file number: 801-123481
• Type: Registered investment adviser
• Location: 3303 E BASELINE RD, STE. 107, GILBERT, AZ, 85234
• Phone: 480-776-9670
• Latest filing: 2026-03-27
• Regulatory AUM: $236.8M
• Discretionary AUM: $212.2M
• Non-discretionary AUM: $24.6M
• Clients: 5
• Accounts: 944

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

Officers, owners & control persons (5)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 284874 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search