Clarity Financial Advisors LLC
Clarity Financial Advisors LLC is an SEC-registered mass-market adviser in St. Petersburg, FL with $149.5M assets under management (AUM, regulatory AUM), +50% over one year. See who owns Clarity Financial Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 323321, SEC 801-126778, data through 2026-06-26.
- AUM (assets under management / regulatory AUM)
- $149.5M (2026-06-26)
- Firm type
- Mass-Market Adviser
- Location
- St. Petersburg, FL
- Employees
- 9
- Clients
- 992
- CRD
- 323321
- Ownership
- Shultz, Trevor, K; ROOT, WILLIAM, ANTHONY
How much AUM does Clarity Financial Advisors LLC have?
Clarity Financial Advisors LLC reported $149.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-26).
Who owns Clarity Financial Advisors LLC?
Disclosed owners and executives of Clarity Financial Advisors LLC include Shultz, Trevor, K, ROOT, WILLIAM, ANTHONY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.