CLARITY WEALTH MANAGEMENT, L.L.C.

1234 S. Power Rd.
Ste. 207
Mesa, Arizona 85206
Tel: 480-962-1181

About CLARITY WEALTH MANAGEMENT, L.L.C.

CLARITY WEALTH MANAGEMENT, LLC, formally registered with the SEC as CLARITY WEALTH MANAGEMENT, LLC. The firm was established in 03/17/2022. They have over 1 offices throughout the country.

CLARITY WEALTH MANAGEMENT, L.L.C. is a Mesa, Arizona based Financial Planning firm with nearly $167,683,432 assets under management, offering retirement planning & investment advisory services to 603 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	284874
SEC#	801-123481
Assets Managed by Firm	$167,683,432
No. of Clients	603
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	603	$167,683,432
Individuals (other than high net worth individuals)	251	$47,454,096
High net worth individuals	44	$86,275,391
Pension and profit sharing plans	4	$9,831,209
Corporations or other businesses	3	$5,351,312

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