CLARITY WEALTH DEVELOPMENT, LLC
CRD #155103 SEC #801-121546 CORVALLIS, OR 541-753-1898
SEC Registered
Total AUM
$170.6M
Discretionary
$170.6M
Employees
4
Clients
10
Accounts
770
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $170.6M | $170.6M | $0 | 4 | 0 |
| Mar 2025 | $170.6M | $170.6M | $0 | 5 | 0 |
| Mar 2024 | $140.6M | $140.6M | $0 | 5 | 10 |
| Mar 2024 | $140.6M | $140.6M | $0 | 5 | 10 |
| Oct 2023 | $125.6M | $125.6M | $0 | 3 | 4 |
| Apr 2023 | $125.6M | $125.6M | $0 | 3 | 4 |
| Mar 2023 | $125.6M | $125.6M | $0 | 3 | 4 |
| Jul 2022 | $132.8M | $132.8M | $0 | 3 | 0 |
| Mar 2022 | $132.8M | $132.8M | $0 | 3 | 0 |
| May 2021 | $112.1M | $106.4M | $5.7M | 3 | 0 |
DateMar 2025
Total AUM$170.6M
Discretionary$170.6M
Non-Disc.$0
Employees4
Clients0
DateMar 2025
Total AUM$170.6M
Discretionary$170.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$140.6M
Discretionary$140.6M
Non-Disc.$0
Employees5
Clients10
DateMar 2024
Total AUM$140.6M
Discretionary$140.6M
Non-Disc.$0
Employees5
Clients10
DateOct 2023
Total AUM$125.6M
Discretionary$125.6M
Non-Disc.$0
Employees3
Clients4
DateApr 2023
Total AUM$125.6M
Discretionary$125.6M
Non-Disc.$0
Employees3
Clients4
DateMar 2023
Total AUM$125.6M
Discretionary$125.6M
Non-Disc.$0
Employees3
Clients4
DateJul 2022
Total AUM$132.8M
Discretionary$132.8M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$132.8M
Discretionary$132.8M
Non-Disc.$0
Employees3
Clients0
DateMay 2021
Total AUM$112.1M
Discretionary$106.4M
Non-Disc.$5.7M
Employees3
Clients0