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
About Clarity Retirement & Wealth
Clarity Retirement & Wealth focuses on simplifying retirement planning questions such as savings longevity and Social Security timing. It uses an educational advisory process intended to help clients gain confidence about retirement cash flow and readiness.
Summary based on the firm’s website.
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, monthlyOct '26
How this firm compares
Regulatory AUMTop 85%
Larger than 15% of 16,389 advisers
EmployeesTop 86%
More than 14% of 16,799 advisers
Assets under management
$139.5Mregulatory AUM
Discretionary $139.5M