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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 3, 2024
- Branch Offices
- 2
- LEI
- 45-4275587
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CLARK, THOMAS, BRADFORD | I | CHIEF INVESTMENT OFFICER | NA | |
| CLARK, THOMAS, BRADFORD | I | CHIEF INVESTMENT OFFICER | NA | |
| KUBIK, MARTIN, JAMES | I | PRESIDENT | NA | Control |
| KUBIK, MARTIN, JAMES | I | PRESIDENT | NA | Control |
| KUBIK, MARTIN, JAMES | I | PRESIDENT | NA | Control |
| KUBIK, MARTIN, JAMES | I | PRESIDENT | NA | Control |
| BRANDENBURGH, JAMES, G | I | CEO / CHIEF COMPLIANCE OFFICER | D | Control |
| BRANDENBURGH, JAMES, G | I | CEO / CHIEF COMPLIANCE OFFICER | D | Control |
| BRANDENBURGH, JAMES, G | I | CEO / CHIEF COMPLIANCE OFFICER | D | Control |
| BRANDENBURGH, JAMES, G | I | CEO / CHIEF COMPLIANCE OFFICER | D | Control |
| BRANDENBURGH, JAMES, G | I | CEO / CHIEF COMPLIANCE OFFICER | D | Control |
| BRANDENBURGH, JAMES, G | I | CEO / CHIEF COMPLIANCE OFFICER | D | Control |
| BRANDENBURGH, JAMES, G | I | CEO / CHIEF COMPLIANCE OFFICER | D | Control |
| BRANDENBURGH, JAMES, G | I | CEO / CHIEF COMPLIANCE OFFICER | D | Control |
| BRANDENBURGH, JAMES, G | I | CEO / CHIEF COMPLIANCE OFFICER | D | Control |
| BRANDENBURGH, JAMES, G | I | CEO / CHIEF COMPLIANCE OFFICER | D | Control |
| BRANDENBURGH, JAMES, G | I | CEO / CHIEF COMPLIANCE OFFICER | D | Control |
| BRANDENBURGH, JAMES, G | I | CEO / CHIEF COMPLIANCE OFFICER | D | Control |
| BRANDENBURGH, JAMES, G | I | CEO / CHIEF COMPLIANCE OFFICER | D | Control |
| BRANDENBURGH, JAMES, G | I | CEO / CHIEF COMPLIANCE OFFICER | D | Control |
| BRANDENBURGH, JAMES, G | I | CEO / CHIEF COMPLIANCE OFFICER | D | Control |
| BRANDENBURGH, JAMES, G | I | CEO / CHIEF COMPLIANCE OFFICER | D | Control |
| BRANDENBURGH, JAMES, G | I | CEO / CHIEF COMPLIANCE OFFICER | D | Control |
| BRANDENBURGH, JAMES, G | I | CEO / CHIEF COMPLIANCE OFFICER | D | Control |
| BRANDENBURGH, JAMES, G | I | CEO / CHIEF COMPLIANCE OFFICER | D | Control |
| BRANDENBURGH, JAMES, G | I | CEO / CHIEF COMPLIANCE OFFICER | D | Control |
| BRANDENBURGH, JAMES, G | I | CEO / CHIEF COMPLIANCE OFFICER | D | Control |
| BRANDENBURGH, JAMES, G | I | CEO / CHIEF COMPLIANCE OFFICER | D | Control |
| RAMEY, AUBREY, HYDE | I | CHIEF OPERATING OFFICER | C | Control |
| RAMEY, AUBREY, HYDE | I | CHIEF OPERATING OFFICER | C | Control |
| RAMEY, AUBREY, HYDE | I | CHIEF OPERATING OFFICER | C | Control |
| RAMEY, AUBREY, HYDE | I | CHIEF OPERATING OFFICER | C | Control |
| RAMEY, AUBREY, HYDE | I | CHIEF OPERATING OFFICER | C | Control |
| RAMEY, AUBREY, HYDE | I | CHIEF OPERATING OFFICER | C | Control |
| RAMEY, AUBREY, HYDE | I | CHIEF OPERATING OFFICER | C | Control |
| RAMEY, AUBREY, HYDE | I | CHIEF OPERATING OFFICER | C | Control |
| RAMEY, AUBREY, HYDE | I | CHIEF OPERATING OFFICER | C | Control |
| RAMEY, AUBREY, HYDE | I | CHIEF OPERATING OFFICER | C | Control |
| RAMEY, AUBREY, HYDE | I | CHIEF OPERATING OFFICER | C | Control |
| RAMEY, AUBREY, HYDE | I | CHIEF OPERATING OFFICER | C | Control |
| RAMEY, AUBREY, HYDE | I | CHIEF OPERATING OFFICER | C | Control |
| RAMEY, AUBREY, HYDE | I | CHIEF OPERATING OFFICER | C | Control |
| RAMEY, AUBREY, HYDE | I | CHIEF OPERATING OFFICER | C | Control |
| RAMEY, AUBREY, HYDE | I | CHIEF OPERATING OFFICER | C | Control |
| RAMEY, AUBREY, HYDE | I | CHIEF OPERATING OFFICER | C | Control |
| RAMEY, AUBREY, HYDE | I | CHIEF OPERATING OFFICER | C | Control |
| RAMEY, AUBREY, HYDE | I | CHIEF OPERATING OFFICER | C | Control |
| RAMEY, AUBREY, HYDE | I | CHIEF OPERATING OFFICER | C | Control |
| RAMEY, AUBREY, HYDE | I | CHIEF OPERATING OFFICER | C | Control |
| RAMEY, AUBREY, HYDE | I | CHIEF OPERATING OFFICER | C | Control |
| CLARK, THOMAS, BRADFORD | I | CHIEF INVESTMENT OFFICER | B | Control |
| CLARK, THOMAS, BRADFORD | I | CHIEF INVESTMENT OFFICER | B | Control |
| CLARK, THOMAS, BRADFORD | I | CHIEF INVESTMENT OFFICER | B | Control |
| CLARK, THOMAS, BRADFORD | I | CHIEF INVESTMENT OFFICER | B | Control |
| CLARK, THOMAS, BRADFORD | I | CHIEF INVESTMENT OFFICER | B | Control |
| CLARK, THOMAS, BRADFORD | I | CHIEF INVESTMENT OFFICER | B | Control |
| CLARK, THOMAS, BRADFORD | I | CHIEF INVESTMENT OFFICER | B | Control |
| CLARK, THOMAS, BRADFORD | I | CHIEF INVESTMENT OFFICER | B | Control |
| CLARK, THOMAS, BRADFORD | I | CHIEF INVESTMENT OFFICER | B | Control |
| CLARK, THOMAS, BRADFORD | I | CHIEF INVESTMENT OFFICER | B | Control |
| CLARK, THOMAS, BRADFORD | I | CHIEF INVESTMENT OFFICER | B | Control |
| CLARK, THOMAS, BRADFORD | I | CHIEF INVESTMENT OFFICER | B | Control |
| CLARK, THOMAS, BRADFORD | I | CHIEF INVESTMENT OFFICER | B | Control |
| CLARK, THOMAS, BRADFORD | I | CHIEF INVESTMENT OFFICER | B | Control |
| CLARK, THOMAS, BRADFORD | I | CHIEF INVESTMENT OFFICER | B | Control |
| CLARK, THOMAS, BRADFORD | I | CHIEF INVESTMENT OFFICER | B | Control |
| CLARK, THOMAS, BRADFORD | I | CHIEF INVESTMENT OFFICER | B | Control |
| CLARK, THOMAS, BRADFORD | I | CHIEF INVESTMENT OFFICER | B | Control |
| CLARK, THOMAS, BRADFORD | I | CHIEF INVESTMENT OFFICER | B | Control |
| CLARK, THOMAS, BRADFORD | I | CHIEF INVESTMENT OFFICER | B | Control |
| BAXTER, CHAD, ANDREW | I | INVESTMENT ADVISOR REPRESENTATIVE | A | |
| BAXTER, CHAD, ANDREW | I | INVESTMENT ADVISOR REPRESENTATIVE | A | |
| LISOWSKY, ADAM, PETER | I | INVESTMENT ADVISOR REPRESENTATIVE | A | |
| LISOWSKY, ADAM, PETER | I | INVESTMENT ADVISOR REPRESENTATIVE | A | |
| STEPP, TANNER | I | INVESTMENT ADVISOR REPRESENTATIVE | A | |
| WALKER, JACOB, JEFFREY | I | INVESTMENT ADVISOR REPRESENTATIVE | A | |
| WALKER, JACOB, JEFFREY | I | INVESTMENT ADVISOR REPRESENTATIVE | A |
Registrations
Federal
IA
Jul 3, 2024 REGISTERED
Notice Filings (15)
AZ CO FL GA IL IN KY MI NC NH OH TN TX WA WI
Address
50 E-BUSINESS WAYSUITE 100
CINCINNATI, OH 45241
United States
Phone: 513-381-0001