CLARITY RETIREMENT & WEALTH, LLC
CRD #337718 SEC #801-134185 NEW BEDFORD, MA 774-992-7444
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
1
Clients
--
Accounts
0
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 9, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WILLIAMS, JOHN, EDWARD | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, JOHN, EDWARD | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, JOHN, EDWARD | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, JOHN, EDWARD | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, JOHN, EDWARD | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Sep 9, 2025 REGISTERED
Notice Filings (4)
FL MA NH RI
Address
158 CHARLES L MCCOMBS BLVD.2ND FLOOR
NEW BEDFORD, MA 02745
United States
Phone: 774-992-7444