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.

Firm class

independent wealth managerderivedprivate_client_share=0.95 fund_share=0.0 institutional_share=0.04 related_bd= related_bank= bd_reps=4.0

Regulatory AUM

$237MItem 5.F on the latest filing (2026-09-02); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$212M

Private client RAUM

$224MderivedItem 5.D individuals plus high net worth individuals

Private client share

95%derivedprivate client RAUM over total RAUM

Advisors on IAPD

4

RAUM per advisor

$59.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

6

Advisory employees

3

Offices

0Schedule D 1.F, beyond the principal office

Accounts

944

Individual clients

851

High net worth clients

76

SEC number

801-123481

CIK

2071834

CRD

284874

Filings on the tape

13

First filed

Feb 16, 2022

Latest filed

Sep 2, 2026

Organised

Limited Liability Company, AZ

Website

claritywealthmgt.com

• Occurred

  Feb 16, 2022
  First Form ADV filing

  Clarity Wealth Management, L.L.C. filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:85440f29-652a-5143-1d5f-ca332a66aeb6

First observed

Feb 16, 2022

Last observed

Sep 2, 2026 18 days 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.