Clarity Retirement & Wealth, LLC
● SEC registered since 2025CRD 337718SEC# 801-134185New Bedford, MA
Reg. AUM
$139.5M
Employees
2
Accounts
499
Location
New Bedford, MA
Clarity Retirement & Wealth, LLC assets under management
Clarity Retirement & Wealth, LLC operates as an SEC-registered investment adviser based in New Bedford, MA. The firm has been registered since 2025. It reports $139.5 million in regulatory assets under management and employs 2 people.
Clarity Retirement & Wealth, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Edward Williams Control | Managing Member, Chief Compliance Officer | Over 75% | 2025 |
Frequently asked questions
How much does Clarity Retirement & Wealth, LLC manage?
Clarity Retirement & Wealth, LLC reports $139.5 million in regulatory assets under management on its Form ADV.
How many employees does Clarity Retirement & Wealth, LLC have?
Clarity Retirement & Wealth, LLC reports 2 employees.
Where is Clarity Retirement & Wealth, LLC located?
Clarity Retirement & Wealth, LLC is based in New Bedford, MA and has been SEC-registered since 2025.
Does Clarity Retirement & Wealth, LLC disclose fund performance?
Clarity Retirement & Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 158 Charles L McCombs Blvd., 2nd Floor, New Bedford, MA 02745 |
| Phone | 774-992-7444 |
| Fax | 774-206-1240 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 2103352 |
| Discloses disciplinary history | No |
Regulatory AUM
$139.5MNo change
Jan '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 85%
Larger than 15% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$139.5Mregulatory AUM
Discretionary $139.5M