CLARITY WEALTH MANAGEMENT LLC

CLARITY WEALTH MANAGEMENT LLC of MONTAGUE, MA is an SEC-registered investment adviser (CRD 318575). Regulatory assets under management: $8.5M.

Registration

• CRD: 318575
• Type: Registered investment adviser
• Location: 432 GREENFIELD ROAD, 2ND FL, MONTAGUE, MA, 01351
• Phone: (413) 200-0541
• Latest filing: 2026-05-11
• Regulatory AUM: $8.5M
• Discretionary AUM: $8.5M
• Clients: 1
• Accounts: 43

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 318575 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search