Clarity Wealth Development, LLC
● SEC registered since 2021CRD 155103SEC# 801-121546Corvallis, OR
Reg. AUM
$208.6M
Employees
5
Accounts
712
Location
Corvallis, OR
Clarity Wealth Development, LLC assets under management
Clarity Wealth Development, LLC is a registered investment adviser overseen by the SEC based in Corvallis, OR. The firm has been registered since 2021. It reports $208.6 million in regulatory assets under management and employs 5 people.
Clarity Wealth Development, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kay Dee Cole Control | Chief Executive Officer And Chief Compliance Officer | 50-75% | 2010 |
| Kim Meyer Hall Control | Chief Operating Officer | 25-50% | 2020 |
Frequently asked questions
How much does Clarity Wealth Development, LLC manage?
Clarity Wealth Development, LLC reports $208.6 million in regulatory assets under management on its Form ADV.
How many employees does Clarity Wealth Development, LLC have?
Clarity Wealth Development, LLC reports 5 employees.
Where is Clarity Wealth Development, LLC located?
Clarity Wealth Development, LLC is based in Corvallis, OR and has been SEC-registered since 2021.
Does Clarity Wealth Development, LLC disclose fund performance?
Clarity Wealth Development, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 262 NW Polk Ave, Corvallis, OR 97330 |
| Phone | 541-753-1898 |
| Fax | 541-753-1909 |
| Office hours | 8:30 a.m. - 4:30 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$208.6M▲ 22%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$208.6Mregulatory AUM
Discretionary $208.6M