Clarity Investments + Planning LLC
Clarity Investments + Planning LLC is an SEC-registered ria in Mount Kisco, NY with $141.5M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Clarity Investments + Planning LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 148888, SEC 801-69808, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $141.5M (2026-03-24)
- Firm type
- Ria
- Location
- Mount Kisco, NY
- Employees
- 2
- Clients
- 90
- CRD
- 148888
- Ownership
- GOODMAN, MICHAEL, ERIC; CLEARWATERS, ANTONIA, SEESINK
How much AUM does Clarity Investments + Planning LLC have?
Clarity Investments + Planning LLC reported $141.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Clarity Investments + Planning LLC?
Disclosed owners and executives of Clarity Investments + Planning LLC include GOODMAN, MICHAEL, ERIC, CLEARWATERS, ANTONIA, SEESINK. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.