Clarity Wealth Management, L.L.C. is an SEC registered investment adviser organized as a limited liability company with a primary office location in Gilbert, AZ. Its latest Form ADV filing, dated March 27, 2026, reports $237M in regulatory assets under management, 5 employees, and 944 accounts.
Assets Under Management
$237M
Employees
5
Offices
--
Total Clients
944
Primary office
GILBERT, AZ
3303 E BASELINE RD, STE. 107, GILBERT, AZ, United States
Top client segmentIndividuals represent 90.1% of total clients.
Top client categories% of clientsClients
1
Individuals
90.1%
851
2
HNWI
8.1%
76
3
LISTED OPTIONS
1.4%
13
4
Pension Plans
0.4%
4
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$237Mas of March 27, 2026
Discretionary89.6%
$212M
90% of total RAUM89.6%
Non-discretionary10.4%
$25M
10% of total RAUM10.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$237M
Total Accounts944
10Y AUM Change+$110M (+87.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee189:1
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.