Clarity Wealth Advisors
Clarity Wealth Advisors is an SEC-registered wealth manager in San Jose, CA with $732.9M assets under management (AUM, regulatory AUM), +22% over one year. See who owns Clarity Wealth Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 157913, SEC 801-79251, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $732.9M (2026-03-25)
- Firm type
- Wealth Manager
- Location
- San Jose, CA
- Employees
- 5
- Clients
- 342
- CRD
- 157913
- Ownership
- MANUCHEHRI, PARVIN, NMN; HORTON, RAMISHA, NICOLE; MANUCHEHRI, PARVIN, (NMN); WESTERLUND, JOHN, C (MI ONLY); WESTERLUND, JOHN, C
How much AUM does Clarity Wealth Advisors have?
Clarity Wealth Advisors reported $732.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Clarity Wealth Advisors?
Disclosed owners and executives of Clarity Wealth Advisors include MANUCHEHRI, PARVIN, NMN, HORTON, RAMISHA, NICOLE, MANUCHEHRI, PARVIN, (NMN), WESTERLUND, JOHN, C (MI ONLY), WESTERLUND, JOHN, C. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.