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CLARITY WEALTH DEVELOPMENT, LLC

CORVALLIS, OR · CRD 155103 · IAPD ↗ · 541-753-1898

$208.6MRegulatory AUM
5Advisory reps
5Employees
7Clients
1-10Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2025 — CLARITY WEALTH DEVELOPMENT, LLC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
67
April 2024 — CLARITY WEALTH DEVELOPMENT, LLC grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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