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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

CLARITY WEALTH MANAGEMENT, INC.

CRD 153258

IRVINE, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:33ffe2bd-97bb-c9b3-b38a-0d16e927215a

Data as of Mar 24, 2022 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:40 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 4
On other graphs: 0
Observed: Mar 24, 2022 to Mar 24, 2022
2 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $128MItem 5.F on the latest filing (2022-03-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $118M
Private client RAUM: $120MderivedItem 5.D individuals plus high net worth individuals
Private client share: 94%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 3
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 290
Individual clients: 38
High net worth clients: 50
Custody, client assets: $13.4M
SEC number: 801-124722
CRD: 153258
Filings on the tape: 2
First filed: Mar 24, 2022
Latest filed: Mar 24, 2022
Organised: Corporation, California

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CHIRONIS, GINA, R.	CEO AND CCO	E	yes	03/2010	Mar 24, 2022	Mar 24, 2022

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
APELLA WEALTH	2	Apr 13, 2023	Apr 5, 2023	IRVINE, CA	Team lift out	RIA to RIA	100.0%

Relationships

Controls (1)

← CHIRONIS, GINA, R.OwnerCEO AND CCO, ownership code E, individual
Mar 24, 2022 to presentfactForm ADV

Registered with (2)

← GINA R. CHIRONISAdvisorregistration: previous registration
Apr 30, 2010 to Apr 13, 2023factForm ADV
← TYLER MITCHELL ONDATJEAdvisorregistration: previous registration
May 30, 2019 to Apr 13, 2023factForm ADV

Moved with (1)

→ APELLA WEALTHRegistered adviser2 advisors, team lift out, same day
Apr 13, 2023 to Apr 5, 2023factForm ADV

Dated events

Occurred
Apr 13, 2023
Team lift-out
2 advisors left Clarity Wealth Management, Inc. (Irvine, CA) for Apella Wealth on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Apr 13, 2023
Advisor changed firm
Tyler Mitchell Ondatje left Clarity Wealth Management, Inc. for Apella Wealth (registered 2023-03-03)
Form ADVobserved 5 days ago
Occurred
Apr 13, 2023
Advisor changed firm
Gina R. Chironis left Clarity Wealth Management, Inc. for Apella Wealth (registered 2023-04-05)
Form ADVobserved 5 days ago
Occurred
Mar 24, 2022
First Form ADV filing
Clarity Wealth Management, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:33ffe2bd-97bb-c9b3-b38a-0d16e927215a
First observed: Mar 24, 2022
Last observed: Mar 24, 2022 54 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CLARITY WEALTH MANAGEMENT, INC.

CRD 153258

IRVINE, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:33ffe2bd-97bb-c9b3-b38a-0d16e927215a

Data as of Mar 24, 2022 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:40 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CHIRONIS, GINA, R.

CEO AND CCO

yes

03/2010

Mar 24, 2022

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

APELLA WEALTH

Apr 13, 2023

Apr 5, 2023

IRVINE, CA

Team lift out

RIA to RIA

100.0%