Clarity Wealth Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Jose, CA. Its latest Form ADV filing, dated March 25, 2026, reports $733M in regulatory assets under management, 5 employees, and 1,353 accounts.
Assets Under Management
$733M
Employees
5
Offices
--
Total Clients
342
Primary office
SAN JOSE, CA
2160 THE ALAMEDA, SUITE A, SAN JOSE, CA, United States
Top client segmentHNWI represent 65.2% of total clients.
Top client categories% of clientsClients
1
HNWI
65.2%
223
2
Individuals
33.0%
113
3
Pension Plans
1.2%
4
4
Charitable
0.6%
2
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$733Mas of March 25, 2026
Discretionary100.0%
$733M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$733M
Total Accounts1,353
10Y AUM Change+$549M (+299.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee68:1
10Y Employee Change+1 (+25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.