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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CLARITY WEALTH DEVELOPMENT, LLC

CRD 155103

CORVALLIS, OR

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:cabfdbae-f167-0cac-bf2b-e61da2c7076e

Data as of Mar 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 3
On other graphs: 0
Observed: May 19, 2021 to Mar 11, 2026
10 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: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $209MItem 5.F on the latest filing (2026-03-11); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $209M
Private client RAUM: $209MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $41.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 712
Individual clients: 145
High net worth clients: 81
Custody, client assets: $109M
SEC number: 801-121546
CRD: 155103
Filings on the tape: 10
First filed: May 19, 2021
Latest filed: Mar 11, 2026
Organised: Limited Liability Company, OR

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
KAY DEE COLE	Certified Financial Planner	CORVALLIS, OR	15	21	n/a	no
Kim Meyer Hall	n/a	CORVALLIS, OR	8	12	n/a	no
MICHELLE WILLIAMS ONAKA	n/a	CORVALLIS, OR \| Corvallis, OR \| SAN DIEGO, CA	2	13	n/a	no
SHANE FRANCIS LITTLETON	n/a	CORVALLIS, OR	1	11	n/a	no
Alena Kalleope Zaffery	n/a	CORVALLIS, OR	0	13	n/a	no

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
COLE, KAY, DEE	CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER	E	yes	09/2010	May 19, 2021	Mar 20, 2024
Hall, Kim, Meyer	CHIEF OPERATING OFFICER	C	yes	01/2020	May 19, 2021	Mar 20, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 11, 2026	$209M	$209M	5	5	n/a	n/a
2024	Mar 19, 2025	$171M	$171M	4	4	n/a	n/a
2023	Mar 6, 2024	$141M	$141M	5	5	n/a	n/a
2022	Mar 8, 2023	$126M	$126M	3	3	n/a	n/a
2021	Mar 30, 2022	$133M	$133M	3	2	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$209M	$171M	22.3%	$126M	18.4%	5	4	0	0

Relationships

Registered with (8)

← Alena Kalleope ZafferyAdvisorregistration: current employment
Sep 24, 2025 to presentfactForm ADV
← SHANE FRANCIS LITTLETONAdvisorregistration: current employment
Feb 21, 2025 to presentfactForm ADV
← MICHELLE WILLIAMS ONAKAAdvisorregistration: current employment
Jan 29, 2024 to presentfactForm ADV
← Kim Meyer HallAdvisorregistration: current employment
Sep 18, 2018 to presentfactForm ADV
← KAY DEE COLEAdvisorregistration: current employment
Nov 15, 2010 to presentfactForm ADV
← ELLEN SUZANNE JOHNSONAdvisorregistration: previous registration
Oct 2, 2023 to Mar 19, 2025factForm ADV
← GARRETT DRESENAdvisorregistration: previous registration
Jan 18, 2023 to Sep 27, 2024factForm ADV
← TODD DUANE PORTERFIELDAdvisorregistration: previous registration
Jan 6, 2016 to Oct 4, 2018factForm ADV

Controls (2)

← COLE, KAY, DEEOwnerCHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER, ownership code E, individual
May 19, 2021 to Mar 20, 2024factForm ADV
← Hall, Kim, MeyerOwnerCHIEF OPERATING OFFICER, ownership code C, individual
May 19, 2021 to Mar 20, 2024factForm ADV

Dated events

Occurred
Mar 19, 2025
Advisor changed firm
Ellen Suzanne Johnson left Clarity Wealth Development, Llc for Thistle Wealth (registered 2026-01-26)
Form ADVobserved 4 days ago
Occurred
Sep 27, 2024
Advisor changed firm
Garrett Dresen left Clarity Wealth Development, Llc for Harbor Horizon Financial, Llc (registered 2024-10-25)
Form ADVobserved 4 days ago
Occurred
May 19, 2021
First Form ADV filing
Clarity Wealth Development, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cabfdbae-f167-0cac-bf2b-e61da2c7076e
First observed: May 19, 2021
Last observed: Mar 11, 2026 6 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 DEVELOPMENT, LLC

CRD 155103

CORVALLIS, OR

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:cabfdbae-f167-0cac-bf2b-e61da2c7076e

Data as of Mar 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:34 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

KAY DEE COLE

Certified Financial Planner

CORVALLIS, OR

n/a

Kim Meyer Hall

n/a

CORVALLIS, OR

n/a

MICHELLE WILLIAMS ONAKA

n/a

CORVALLIS, OR | Corvallis, OR | SAN DIEGO, CA

n/a

SHANE FRANCIS LITTLETON

n/a

CORVALLIS, OR

n/a

Alena Kalleope Zaffery

n/a

CORVALLIS, OR

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

COLE, KAY, DEE

CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER

yes

09/2010

May 19, 2021

Mar 20, 2024

Hall, Kim, Meyer

CHIEF OPERATING OFFICER

yes

01/2020

May 19, 2021

Mar 20, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 11, 2026

$209M

n/a

2024

Mar 19, 2025

$171M

n/a

2023

Mar 6, 2024

$141M

n/a

2022

Mar 8, 2023

$126M

n/a

2021

Mar 30, 2022

$133M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$209M

$171M

22.3%

$126M

18.4%