NEW BEDFORD, MACRD 337718Latest ADV January 14, 2026
Clarity Retirement & Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New Bedford, MA. Its latest Form ADV filing, dated January 14, 2026, reports $140M in regulatory assets under management, 2 employees, and 499 accounts.
Assets Under Management
$140M
Employees
2
Offices
--
Total Clients
329
Primary office
NEW BEDFORD, MA
158 CHARLES L MCCOMBS BLVD., 2ND FLOOR, NEW BEDFORD, MA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 70.2% of total clients.
Top client categories% of clientsClients
1
Individuals
70.2%
231
2
HNWI
29.8%
98
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$140Mas of January 14, 2026
Discretionary100.0%
$140M
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$140M
Total Accounts499
10Y AUM Change+$140M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee165:1
10Y Employee Change+1 (+100.0%)
* 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.