CLARITY RETIREMENT & WEALTH, LLC
CLARITY RETIREMENT & WEALTH, LLC of NEW BEDFORD, MA is an SEC-registered investment adviser (CRD 337718). Regulatory assets under management: $139.5M.
Registration
- CRD: 337718
- SEC file number: 801-134185
- Type: Registered investment adviser
- Location: 158 CHARLES L MCCOMBS BLVD., 2ND FLOOR, NEW BEDFORD, MA, 02745
- Phone: 774-992-7444
- Latest filing: 2026-01-14
- Regulatory AUM: $139.5M
- Discretionary AUM: $139.5M
- Clients: 2
- Accounts: 499
Business model
Compensation: % of AUM.
Clients served: High net worth, Pooled vehicles, Charities.
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| John Edward Williams | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
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