CLARITY WEALTH MANAGEMENT, L.L.C.
CRD #284874 SEC #801-123481 GILBERT, AZ 480-962-1181
SEC Registered
Total AUM
$247.8M
Discretionary
$223.4M
Employees
5
Clients
25
Accounts
909
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $247.8M | $223.4M | $24.4M | 5 | 0 |
| Aug 2025 | $247.8M | $223.4M | $24.4M | 5 | 0 |
| Apr 2025 | $167.7M | $118.2M | $49.5M | 4 | 0 |
| Jan 2025 | $167.7M | $118.2M | $49.5M | 4 | 0 |
| Jul 2024 | $145.8M | $94.8M | $51M | 4 | 0 |
| Mar 2024 | $145.8M | $94.8M | $51M | 4 | 0 |
| Jul 2023 | $107.1M | $98.9M | $8.2M | 4 | 0 |
| Feb 2023 | $107.1M | $98.9M | $8.2M | 4 | 0 |
| Aug 2022 | $126.5M | $111.9M | $14.5M | 4 | 0 |
| Apr 2022 | $126.5M | $111.9M | $14.5M | 4 | 0 |
| Feb 2022 | $126.5M | $111.9M | $14.5M | 4 | 0 |
DateAug 2025
Total AUM$247.8M
Discretionary$223.4M
Non-Disc.$24.4M
Employees5
Clients0
DateAug 2025
Total AUM$247.8M
Discretionary$223.4M
Non-Disc.$24.4M
Employees5
Clients0
DateApr 2025
Total AUM$167.7M
Discretionary$118.2M
Non-Disc.$49.5M
Employees4
Clients0
DateJan 2025
Total AUM$167.7M
Discretionary$118.2M
Non-Disc.$49.5M
Employees4
Clients0
DateJul 2024
Total AUM$145.8M
Discretionary$94.8M
Non-Disc.$51M
Employees4
Clients0
DateMar 2024
Total AUM$145.8M
Discretionary$94.8M
Non-Disc.$51M
Employees4
Clients0
DateJul 2023
Total AUM$107.1M
Discretionary$98.9M
Non-Disc.$8.2M
Employees4
Clients0
DateFeb 2023
Total AUM$107.1M
Discretionary$98.9M
Non-Disc.$8.2M
Employees4
Clients0
DateAug 2022
Total AUM$126.5M
Discretionary$111.9M
Non-Disc.$14.5M
Employees4
Clients0
DateApr 2022
Total AUM$126.5M
Discretionary$111.9M
Non-Disc.$14.5M
Employees4
Clients0
DateFeb 2022
Total AUM$126.5M
Discretionary$111.9M
Non-Disc.$14.5M
Employees4
Clients0