DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CLARITY WEALTH ADVISORS

CLARITY WEALTH ADVISORS, LLC, CRD 157913

SAN JOSE, 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:fc475bab-d979-91ba-21d1-5d3097a2007f

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 1
Observed: Dec 19, 2011 to Sep 15, 2026
30 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Clarity Wealth Advisors

Intermediary · shared crd

Facts

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

Firm class: independent wealth managerderivedprivate_client_share=0.97 fund_share=0.0 institutional_share=0.03 related_bd= related_bank= bd_reps=0.0
Regulatory AUM: $733MItem 5.F on the latest filing (2026-09-15); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $733M
Private client RAUM: $713MderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $366Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,353
Individual clients: 113
High net worth clients: 223
Custody, client assets: $28.9M
SEC number: 801-79251
CRD: 157913
Filings on the tape: 30
First filed: Dec 19, 2011
Latest filed: Sep 15, 2026
Organised: Limited Liability Company, CA
Website: claritywealthadvisors.com

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
PARVIN NMN MANUCHEHRI	Certified Financial Planner	SAN JOSE, CA	14	29	4	no
MILIND PINAK DALAL	n/a	SAN JOSE, CA	6	32	1	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
MANUCHEHRI, PARVIN, NMN	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	E	yes	05/2011	Dec 19, 2011	Jul 16, 2024
DALAL, MILIND, PINAK	MANAGING DIRECTOR	B	no	10/2013	Mar 14, 2016	Jul 16, 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	Offices	Private funds	Fund GAV
2025	Mar 25, 2026	$733M	$733M	5	2	0	n/a	n/a
2024	Mar 25, 2025	$601M	$601M	4	2	0	n/a	n/a
2023	Mar 25, 2024	$479M	$479M	4	2	0	n/a	n/a
2022	Feb 26, 2023	$404M	$404M	4	2	0	n/a	n/a
2021	Mar 30, 2022	$396M	$396M	4	2	0	n/a	n/a
2020	Mar 4, 2021	$340M	$340M	4	2	0	n/a	n/a
2019	Mar 30, 2020	$287M	$287M	4	2	0	n/a	n/a
2018	Mar 28, 2019	$237M	$237M	5	2	0	n/a	n/a
2017	Mar 10, 2018	$225M	$216M	4	2	0	n/a	n/a
2016	Mar 10, 2017	$184M	$179M	4	2	n/a	n/a	n/a
2015	Mar 14, 2016	$155M	$153M	3	2	n/a	n/a	n/a
2014	Feb 10, 2015	$148M	$147M	5	4	n/a	n/a	n/a
2011	Mar 28, 2012	$35.4M	$34.2M	n/a	n/a	n/a	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	0

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	$733M	$601M	21.9%	$404M	22.0%	5	4	0	0

Relationships

Registered with (5)

← MILIND PINAK DALALAdvisorregistration: current employment
Apr 15, 2020 to presentfactForm ADV
← PARVIN NMN MANUCHEHRIAdvisorregistration: current employment
May 17, 2012 to presentfactForm ADV
← John Andrew BellamyAdvisorregistration: previous registration
Nov 19, 2013 to Nov 23, 2015factForm ADV
← HEATHER QUINTEROAdvisorregistration: previous registration
Jul 23, 2014 to Oct 16, 2014factForm ADV
← Deron DongAdvisorregistration: previous registration
Jul 17, 2013 to Aug 13, 2014factForm ADV

Owns (1)

← DALAL, MILIND, PINAKOwnerMANAGING DIRECTOR, ownership code B, individual
Mar 14, 2016 to Jul 16, 2024factForm ADV

Controls (1)

← MANUCHEHRI, PARVIN, NMNOwnerMANAGING MEMBER / CHIEF COMPLIANCE OFFICER, ownership code E, individual
Dec 19, 2011 to Jul 16, 2024factForm ADV

Dated events

Occurred
Mar 25, 2025
Regulatory AUM changed
Clarity Wealth Advisors reported RAUM $601.2M, up 26% from $478.9M (2024-07-16 to 2025-03-25)
Form ADVobserved 4 days ago
$122M
Occurred
Feb 18, 2014
First Form ADV filing
Clarity Insurance Solutions, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fc475bab-d979-91ba-21d1-5d3097a2007f
First observed: Dec 19, 2011
Last observed: Sep 15, 2026 4 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.

CLARITY WEALTH ADVISORS

CLARITY WEALTH ADVISORS, LLC, CRD 157913

SAN JOSE, 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:fc475bab-d979-91ba-21d1-5d3097a2007f

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:51 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

PARVIN NMN MANUCHEHRI

Certified Financial Planner

SAN JOSE, CA

MILIND PINAK DALAL

n/a

SAN JOSE, CA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MANUCHEHRI, PARVIN, NMN

MANAGING MEMBER / CHIEF COMPLIANCE OFFICER

yes

05/2011

Dec 19, 2011

Jul 16, 2024

DALAL, MILIND, PINAK

MANAGING DIRECTOR

10/2013

Mar 14, 2016

Jul 16, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 25, 2026

$733M

n/a

2024

Mar 25, 2025

$601M

n/a

2023

Mar 25, 2024

$479M

n/a

2022

Feb 26, 2023

$404M

n/a

2021

Mar 30, 2022

$396M

n/a

2020

Mar 4, 2021

$340M

n/a

2019

Mar 30, 2020

$287M

n/a

2018

Mar 28, 2019

$237M

n/a

2017

Mar 10, 2018

$225M

$216M

n/a

2016

Mar 10, 2017

$184M

$179M

n/a

2015

Mar 14, 2016

$155M

$153M

n/a

2014

Feb 10, 2015

$148M

$147M

n/a

2011

Mar 28, 2012

$35.4M

$34.2M

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

$733M

$601M

21.9%

$404M

22.0%