CLARITY WEALTH ADVISORS, LLC
Legal name: CLARITY WEALTH ADVISORS
CRD #157913 SEC #801-79251 SAN JOSE, CA 408-560-3220
SEC Registered
Total AUM
$601.2M
Discretionary
$601.2M
Employees
4
Clients
26
Accounts
1,289
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $601.2M | $601.2M | $0 | 4 | 38 |
| Jul 2024 | $478.9M | $478.9M | $0 | 4 | 31 |
| Jul 2024 | $478.9M | $478.9M | $0 | 4 | 31 |
| Mar 2024 | $478.9M | $478.9M | $0 | 4 | 31 |
| Feb 2023 | $403.7M | $403.7M | $0 | 4 | 33 |
| Mar 2022 | $396.3M | $396.3M | $0 | 4 | 47 |
| Jul 2021 | $340.4M | $340.4M | $0 | 4 | 32 |
| Mar 2021 | $340.4M | $340.4M | $0 | 4 | 32 |
| Jun 2020 | $287.3M | $287.3M | $0 | 4 | 27 |
| Mar 2020 | $287.3M | $287.3M | $0 | 4 | 27 |
| Mar 2019 | $237.3M | $237.3M | $0 | 5 | 27 |
| Mar 2018 | $224.6M | $215.7M | $8.9M | 4 | 223 |
| Jun 2017 | $183.7M | $178.7M | $5M | 4 | 168 |
| Mar 2017 | $183.7M | $178.7M | $5M | 4 | 168 |
| Jul 2016 | $155.2M | $153.3M | $1.9M | 3 | 150 |
| Mar 2016 | $155.2M | $153.3M | $1.9M | 3 | 150 |
| May 2015 | $148.3M | $146.8M | $1.6M | 5 | 150 |
| Feb 2015 | $148.3M | $146.8M | $1.6M | 5 | 150 |
| Jun 2014 | $100.5M | $98.4M | $2.1M | 6 | 110 |
| Feb 2014 | $100.5M | $98.4M | $2.1M | 6 | 110 |
| Feb 2014 | $100.5M | $98.4M | $2.1M | 6 | 110 |
| May 2012 | $35.4M | $34.2M | $1.2M | 1 | 26 |
| Mar 2012 | $35.4M | $34.2M | $1.2M | 1 | 26 |
| Feb 2012 | $0 | $0 | $0 | 1 | 0 |
| Dec 2011 | $0 | $0 | $0 | 1 | 0 |
| Aug 2011 | $0 | $0 | $0 | 5 | -- |
| Jul 2011 | $0 | $0 | $0 | 5 | -- |
| Jul 2011 | $0 | $0 | $0 | 5 | -- |
| Jun 2011 | $0 | $0 | $0 | 5 | -- |
| May 2011 | $0 | $0 | $0 | 5 | -- |
| May 2011 | $0 | $0 | $0 | 5 | -- |
| May 2011 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$601.2M
Discretionary$601.2M
Non-Disc.$0
Employees4
Clients38
DateJul 2024
Total AUM$478.9M
Discretionary$478.9M
Non-Disc.$0
Employees4
Clients31
DateJul 2024
Total AUM$478.9M
Discretionary$478.9M
Non-Disc.$0
Employees4
Clients31
DateMar 2024
Total AUM$478.9M
Discretionary$478.9M
Non-Disc.$0
Employees4
Clients31
DateFeb 2023
Total AUM$403.7M
Discretionary$403.7M
Non-Disc.$0
Employees4
Clients33
DateMar 2022
Total AUM$396.3M
Discretionary$396.3M
Non-Disc.$0
Employees4
Clients47
DateJul 2021
Total AUM$340.4M
Discretionary$340.4M
Non-Disc.$0
Employees4
Clients32
DateMar 2021
Total AUM$340.4M
Discretionary$340.4M
Non-Disc.$0
Employees4
Clients32
DateJun 2020
Total AUM$287.3M
Discretionary$287.3M
Non-Disc.$0
Employees4
Clients27
DateMar 2020
Total AUM$287.3M
Discretionary$287.3M
Non-Disc.$0
Employees4
Clients27
DateMar 2019
Total AUM$237.3M
Discretionary$237.3M
Non-Disc.$0
Employees5
Clients27
DateMar 2018
Total AUM$224.6M
Discretionary$215.7M
Non-Disc.$8.9M
Employees4
Clients223
DateJun 2017
Total AUM$183.7M
Discretionary$178.7M
Non-Disc.$5M
Employees4
Clients168
DateMar 2017
Total AUM$183.7M
Discretionary$178.7M
Non-Disc.$5M
Employees4
Clients168
DateJul 2016
Total AUM$155.2M
Discretionary$153.3M
Non-Disc.$1.9M
Employees3
Clients150
DateMar 2016
Total AUM$155.2M
Discretionary$153.3M
Non-Disc.$1.9M
Employees3
Clients150
DateMay 2015
Total AUM$148.3M
Discretionary$146.8M
Non-Disc.$1.6M
Employees5
Clients150
DateFeb 2015
Total AUM$148.3M
Discretionary$146.8M
Non-Disc.$1.6M
Employees5
Clients150
DateJun 2014
Total AUM$100.5M
Discretionary$98.4M
Non-Disc.$2.1M
Employees6
Clients110
DateFeb 2014
Total AUM$100.5M
Discretionary$98.4M
Non-Disc.$2.1M
Employees6
Clients110
DateFeb 2014
Total AUM$100.5M
Discretionary$98.4M
Non-Disc.$2.1M
Employees6
Clients110
DateMay 2012
Total AUM$35.4M
Discretionary$34.2M
Non-Disc.$1.2M
Employees1
Clients26
DateMar 2012
Total AUM$35.4M
Discretionary$34.2M
Non-Disc.$1.2M
Employees1
Clients26
DateFeb 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateAug 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJul 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJul 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJun 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMay 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMay 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMay 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--