RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Oregon
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 19, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
COLE, KAY, DEEIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
COLE, KAY, DEEIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
COLE, KAY, DEEICHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICERE Control
COLE, KAY, DEEIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
COLE, KAY, DEEICHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICERE Control
COLE, KAY, DEEICHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICERE Control
COLE, KAY, DEEICHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICERE Control
COLE, KAY, DEEICHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICERE Control
COLE, KAY, DEEICHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICERE Control
COLE, KAY, DEEICHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICERE Control
Hall, Kim, MeyerIVICE PRESIDENTC Control
Hall, Kim, MeyerIVICE PRESIDENTC Control
Hall, Kim, MeyerICHIEF OPERATING OFFICERC Control
Hall, Kim, MeyerIVICE PRESIDENTC Control
Hall, Kim, MeyerICHIEF OPERATING OFFICERC Control
Hall, Kim, MeyerICHIEF OPERATING OFFICERC Control
Hall, Kim, MeyerICHIEF OPERATING OFFICERC Control
Hall, Kim, MeyerICHIEF OPERATING OFFICERC Control
Hall, Kim, MeyerICHIEF OPERATING OFFICERC Control
Hall, Kim, MeyerICHIEF OPERATING OFFICERC Control

Registrations

Federal

IA
Mar 19, 2025 REGISTERED

Notice Filings (3)

CA OR TX

Address

262 NW POLK AVE
CORVALLIS, OR 97330
United States
Phone: 541-753-1898