CLARITY WEALTH MANAGEMENT LLC

CLARITY WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 323062). Regulatory assets under management: $9.9M.

Registration

• CRD: 323062
• Type: Registered investment adviser
• Phone: (616) 822-1056
• Latest filing: 2026-02-02
• Regulatory AUM: $9.9M
• Discretionary AUM: $9.9M
• Clients: 1
• Accounts: 290

Business model

Compensation: % of AUM, Other.

Clients served: High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 323062 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search