CLARITY WEALTH MANAGEMENT, L.L.C.

Overview

Clarity Wealth Management, L.L.C. is an independent registered investment adviser that began SEC registration in 2022 and is owned by an individual principal. The firm serves both individual and family clients as well as institutional and small-business accounts, delivering financial planning, portfolio management and pension consulting services. Fee arrangements are flexible: clients may be billed on a percentage-of-assets basis, hourly, or through fixed-fee engagements. Investment work at Clarity Wealth tilts toward equity exposure, with an emphasis on holdings that are not exchange-traded. That preference suggests the firm builds portfolios using direct equity positions and bespoke managed-account strategies rather than relying primarily on broad ETF sleeves. Clarity is not positioned as a capital allocator to external alternative managers at scale, and it does not advertise an active ESG program.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices