Clarity Wealth Advisors

RIASEC Registered
Total AUM
$733M
Discretionary
$733M
100% of AUM
Avg account
$542K
Accounts
1,353
Employees
5
Advisory reps
2

Firm details

Headquarters
San Jose, California
CRD number
157913
Registered since
February 24, 2014
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI92.46%
  • Individuals4.77%
  • Pension & Profit Sharing Plans2.68%
  • Charitable Organizations0.09%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Clarity Wealth Advisors is an independent, owner-operated RIA organized as an LLC and registered with the SEC in 2014. The firm serves both individual & family and institutional clients, positions itself as a capital allocator, and offers portfolio management alongside financial planning and selection-of-other-advisers services. Its advisory lineup also includes work for small businesses and pension-related engagements, and the firm operates an insurance brokerage practice as part of its business activities. Fee arrangements combine percentage-of-AUM and fixed-fee models. Clarity Wealth Advisors is not an active ESG investor and was named one of Barron’s Top 100 RIA Firms in 2023.

Assets & Accounts

Public Holdings

Investments & Alternatives

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 55%, Exchange Traded Equities 30%, Cash & Cash Equivalents 10%, State & Local Bonds 3%, US Government Bonds 1%, Private Funds 1%55%
  • Public Funds/Mutual Funds55%
  • Exchange Traded Equities30%
  • Cash & Cash Equivalents10%
  • State & Local Bonds3%
  • US Government Bonds1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 59

Active vs passive

$393M in ETFs

Passive

69%

$272M

Active

24%

$121M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$37.8M49,5399.61%

Location

Primary office

San Jose, CA

Santa Clara

Location

San Jose, CA

Headquartered in San Jose, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
Santa Clara
Address
2160 The Alameda
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth