Clarity Retirement & Wealth, LLC

RIASEC RegisteredEst. 2025
Total AUM
$140M
Discretionary
$140M
100% of AUM
Avg account
$280K
Accounts
499
Employees
2
Advisory reps
2

Firm details

Headquarters
New Bedford, Massachusetts
CRD number
337718
Registered since
September 3, 2025
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI65.39%
  • Individuals34.61%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Clarity Retirement & Wealth, LLC is an independent RIA organized as an LLC that registered with the SEC in 2025. The firm is owned by an individual and positions itself as a capital allocator for individuals and families, charging clients a percentage of AUM. Its advisory services emphasize discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of sub‑advisers. The firm identifies as an active ESG investor and operates as a single‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 93%, US Government Bonds 4%, Cash & Cash Equivalents 2%, Exchange Traded Equities 1%93%
  • Public Funds/Mutual Funds93%
  • US Government Bonds4%
  • Cash & Cash Equivalents2%
  • Exchange Traded Equities1%

Contacts

2 of 2
  • John Williams

    John Williams

    Managing MemberCRD 5864621

  • Christopher Resendes

    Christopher Resendes

    Wealth AdvisorCRD 7024286

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 42

Active vs passive

$183M in ETFs

Passive

16%

$29M

Active

67%

$154M

ETFProviderStyleCategoryValueShares% of portfolio
FIDELITY BLUE CHIP GROWTH ETF (FBCG)FidelityActiveLarge Growth$28.3M456,28915.45%
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Location

Primary office

New Bedford, MA

Bristol

Location

New Bedford, MA

Headquartered in New Bedford, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Bristol
Address
158 Charles L Mc Combs Blvd
Time zone
ET (UTC-5)
Office locations

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