CLARIFY WEALTH MANAGEMENT, INC.
Legal name: CLARIFY WEALTH MANAGEMENT
CRD #172355 SEC #801-108586 CINCINNATI, OH 513-381-0001
SEC Registered
Total AUM
$410M
Discretionary
$410M
Employees
11
Clients
0
Accounts
1,552
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2024 | $410M | $410M | $0 | 11 | 0 |
| Mar 2024 | $410M | $410M | $0 | 11 | 0 |
| Jun 2023 | $329.6M | $329.6M | $0 | 11 | 0 |
| Feb 2023 | $329.6M | $329.6M | $0 | 11 | 0 |
| May 2022 | $325.5M | $325.5M | $0 | 9 | 0 |
| Mar 2022 | $325.5M | $325.5M | $0 | 9 | 0 |
| Mar 2022 | $325.5M | $325.5M | $0 | 9 | 0 |
| Dec 2021 | $293.2M | $293.2M | $0 | 9 | 0 |
| Feb 2021 | $293.2M | $293.2M | $0 | 9 | 0 |
| Jun 2020 | $200M | $200M | $0 | 9 | 0 |
| Mar 2020 | $200M | $200M | $0 | 9 | 0 |
| Sep 2019 | $151M | $151M | $0 | 9 | 0 |
| Feb 2019 | $151M | $151M | $0 | 9 | 0 |
| Aug 2018 | $141M | $141M | $0 | 9 | 0 |
| Feb 2018 | $141M | $141M | $0 | 9 | 0 |
| Feb 2018 | $141M | $141M | $0 | 9 | 0 |
| Feb 2018 | $141M | $141M | $0 | 9 | 0 |
| Mar 2017 | $132.4M | $132.4M | $0 | 6 | 300 |
| Feb 2017 | $277.7M | $127M | $150.7M | 6 | 300 |
| Jan 2017 | $277.7M | $127M | $150.7M | 6 | 300 |
| Oct 2016 | $277.7M | $127M | $150.7M | 6 | 300 |
DateJul 2024
Total AUM$410M
Discretionary$410M
Non-Disc.$0
Employees11
Clients0
DateMar 2024
Total AUM$410M
Discretionary$410M
Non-Disc.$0
Employees11
Clients0
DateJun 2023
Total AUM$329.6M
Discretionary$329.6M
Non-Disc.$0
Employees11
Clients0
DateFeb 2023
Total AUM$329.6M
Discretionary$329.6M
Non-Disc.$0
Employees11
Clients0
DateMay 2022
Total AUM$325.5M
Discretionary$325.5M
Non-Disc.$0
Employees9
Clients0
DateMar 2022
Total AUM$325.5M
Discretionary$325.5M
Non-Disc.$0
Employees9
Clients0
DateMar 2022
Total AUM$325.5M
Discretionary$325.5M
Non-Disc.$0
Employees9
Clients0
DateDec 2021
Total AUM$293.2M
Discretionary$293.2M
Non-Disc.$0
Employees9
Clients0
DateFeb 2021
Total AUM$293.2M
Discretionary$293.2M
Non-Disc.$0
Employees9
Clients0
DateJun 2020
Total AUM$200M
Discretionary$200M
Non-Disc.$0
Employees9
Clients0
DateMar 2020
Total AUM$200M
Discretionary$200M
Non-Disc.$0
Employees9
Clients0
DateSep 2019
Total AUM$151M
Discretionary$151M
Non-Disc.$0
Employees9
Clients0
DateFeb 2019
Total AUM$151M
Discretionary$151M
Non-Disc.$0
Employees9
Clients0
DateAug 2018
Total AUM$141M
Discretionary$141M
Non-Disc.$0
Employees9
Clients0
DateFeb 2018
Total AUM$141M
Discretionary$141M
Non-Disc.$0
Employees9
Clients0
DateFeb 2018
Total AUM$141M
Discretionary$141M
Non-Disc.$0
Employees9
Clients0
DateFeb 2018
Total AUM$141M
Discretionary$141M
Non-Disc.$0
Employees9
Clients0
DateMar 2017
Total AUM$132.4M
Discretionary$132.4M
Non-Disc.$0
Employees6
Clients300
DateFeb 2017
Total AUM$277.7M
Discretionary$127M
Non-Disc.$150.7M
Employees6
Clients300
DateJan 2017
Total AUM$277.7M
Discretionary$127M
Non-Disc.$150.7M
Employees6
Clients300
DateOct 2016
Total AUM$277.7M
Discretionary$127M
Non-Disc.$150.7M
Employees6
Clients300