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CLARITY WEALTH ADVISORS

2160 The Alameda
Suite A
San Jose, California 95126
Tel: 408-560-3220

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About CLARITY WEALTH ADVISORS

CLARITY WEALTH ADVISORS, formally registered with the SEC as CLARITY WEALTH ADVISORS. The firm was established in 02/24/2014. They have over 1 offices throughout the country.

CLARITY WEALTH ADVISORS is a San Jose, California based Financial Planning firm with nearly $478,899,915 assets under management, offering retirement planning & investment advisory services to 1192 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#157913
SEC#801-79251
Assets Managed by Firm$478,899,915
No. of Clients1192
No. of Advisors4

Fee Structure

  • A percentage of AUM
  • 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
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total1192$478,899,915
Individuals (other than high net worth individuals)123$35,570,027
High net worth individuals202$426,786,823
Pension and profit sharing plans4$16,027,230
Charitable organizations1$515,835

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