RIA Intelligence

CLARITY WEALTH MANAGEMENT, INC.

CRD #153258 SEC #801-124722 IRVINE, CA (949) 579-9893
SEC Registered
Total AUM
$127.8M
Discretionary
$118.3M
Employees
3
Clients
51
Accounts
290

Firm Details

Organization Type
Corporation
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 24, 2022
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
CHIRONIS, GINA, R.ICEO AND CCOE Control
CHIRONIS, GINA, R.ICEO AND CCOE Control

Registrations

Federal

IA
Mar 24, 2022 REGISTERED

Notice Filings (1)

CA

Address

16440 BAKE PARKWAY
SUITE 100
IRVINE, CA 92618
United States
Phone: (949) 579-9893