Clarity Retirement & Wealth, LLC
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
FINTRXOverview
Clarity Retirement & Wealth, LLC is an independent, single-owner LLC that provides discretionary portfolio management primarily for individual and family clients. The firm is registered with the SEC (registered in 2025) and charges fees as a percentage of assets under management. Its advisory services include portfolio management for individuals and small businesses, portfolio management for business or institutional clients, and the selection of other advisers. Clarity identifies as a capital allocator and flags active ESG investing as part of its approach.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds93%
- US Government Bonds4%
- Cash & Cash Equivalents2%
- Exchange Traded Equities1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 45Active vs passive
$185M in ETFs
16%
$29.3M
68%
$156M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIDELITY BLUE CHIP GROWTH ETF (FBCG) | Fidelity | Active | Large Growth | $29.2M | 461,751 | 15.74% |
Location
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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