Clarity Retirement & Wealth, LLC
Clarity Retirement & Wealth, LLC is an SEC-registered mass-market adviser in New Bedford, MA with $139.5M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Clarity Retirement & Wealth, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 337718, SEC 801-134185, data through 2026-01-14.
- AUM (assets under management / regulatory AUM)
- $139.5M (2026-01-14)
- Firm type
- Mass-Market Adviser
- Location
- New Bedford, MA
- Employees
- 2
- Clients
- 329
- CRD
- 337718
- Ownership
- WILLIAMS, JOHN, EDWARD
How much AUM does Clarity Retirement & Wealth, LLC have?
Clarity Retirement & Wealth, LLC reported $139.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-14).
Who owns Clarity Retirement & Wealth, LLC?
Disclosed owners and executives of Clarity Retirement & Wealth, LLC include WILLIAMS, JOHN, EDWARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.