Clarity Wealth Management, L.l.c.
Clarity Wealth Management, L.l.c. is an SEC-registered mass-market adviser in Gilbert, AZ with $236.8M assets under management (AUM, regulatory AUM), +41% over one year. See who owns Clarity Wealth Management, L.l.c.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 284874, SEC 801-123481, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $236.8M (2026-03-27)
- Firm type
- Mass-Market Adviser
- Location
- Gilbert, AZ
- Employees
- 5
- Clients
- 944
- CRD
- 284874
- Ownership
- BOOTH, CHARLES, BENNIE; EVERHART, RICHARD, MONNETT; DAL MONTE, HOWARD, ROBARD
How much AUM does Clarity Wealth Management, L.l.c. have?
Clarity Wealth Management, L.l.c. reported $236.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Clarity Wealth Management, L.l.c.?
Disclosed owners and executives of Clarity Wealth Management, L.l.c. include BOOTH, CHARLES, BENNIE, EVERHART, RICHARD, MONNETT, DAL MONTE, HOWARD, ROBARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.