← Tributary

CLARITI WEALTH ADVISORS

WILMINGTON, DE · CRD 104804 · IAPD ↗ · 302-994-4444

$797.6MRegulatory AUM
6Advisory reps
10Employees
10Clients
251-500Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — CLARITI WEALTH ADVISORS reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
63
April 2026 — CLARITI WEALTH ADVISORS reported RAUM up 28% ($622.2M -> $797.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
July 2025 — CLARITI WEALTH ADVISORS notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2024 — CLARITI WEALTH ADVISORS shrank from 8 to 6 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.