Clarity Wealth Management, L.L.C.
● SEC registered since 2022CRD 284874SEC# 801-123481Gilbert, AZ
Reg. AUM
$236.8M
Employees
5
Accounts
944
Location
Gilbert, AZ
Clarity Wealth Management, L.L.C. assets under management
Clarity Wealth Management, L.L.C. operates as an SEC-registered investment adviser based in Gilbert, AZ. The firm has been registered since 2022. It reports $236.8 million in regulatory assets under management and employs 5 people.
Clarity Wealth Management, L.L.C. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Howard Robard Dal Monte Control | Partner & Cco | 25-50% | 2016 |
| Richard Monnett Everhart Control | Partner | 25-50% | 2016 |
Frequently asked questions
How much does Clarity Wealth Management, L.L.C. manage?
Clarity Wealth Management, L.L.C. reports $236.8 million in regulatory assets under management on its Form ADV.
How many employees does Clarity Wealth Management, L.L.C. have?
Clarity Wealth Management, L.L.C. reports 5 employees.
Where is Clarity Wealth Management, L.L.C. located?
Clarity Wealth Management, L.L.C. is based in Gilbert, AZ and has been SEC-registered since 2022.
Does Clarity Wealth Management, L.L.C. disclose fund performance?
Clarity Wealth Management, L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3303 E Baseline Rd, Ste. 107, Gilbert, AZ 85234 |
| Phone | 480-776-9670 |
| Fax | 480-750-0519 |
| Office hours | 9:00 a.m. - 6:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 2071834 |
| Discloses disciplinary history | No |
Regulatory AUM
$236.8M▲ 41%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 70%
Larger than 30% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$236.8Mregulatory AUM
Discretionary $212.2MNon-discretionary $24.6M