Clarity Wealth Advisors, LLC
● SEC registered since 2014CRD 157913SEC# 801-79251San Jose, CA
Reg. AUM
$732.9M
Employees
5
Accounts
1,353
Location
San Jose, CA
Clarity Wealth Advisors, LLC assets under management
Clarity Wealth Advisors, LLC is an investment advisory firm registered with the SEC based in San Jose, CA. The firm has been registered since 2014. It reports $732.9 million in regulatory assets under management and employs 5 people.
Clarity Wealth Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Milind Pinak Dalal | Managing Director | 10-25% | 2013 |
| Parvin Nmn Manuchehri Control | Managing Member / Chief Compliance Officer | Over 75% | 2011 |
Frequently asked questions
How much does Clarity Wealth Advisors, LLC manage?
Clarity Wealth Advisors, LLC reports $732.9 million in regulatory assets under management on its Form ADV.
How many employees does Clarity Wealth Advisors, LLC have?
Clarity Wealth Advisors, LLC reports 5 employees.
Where is Clarity Wealth Advisors, LLC located?
Clarity Wealth Advisors, LLC is based in San Jose, CA and has been SEC-registered since 2014.
Does Clarity Wealth Advisors, LLC disclose fund performance?
Clarity Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2160 the Alameda, Suite a, San Jose, CA 95126 |
| Phone | 408-560-3220 |
| Fax | 408-560-3221 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$732.9M▲ 22%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 39%
Larger than 61% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$732.9Mregulatory AUM
Discretionary $732.9M