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CLARITY WEALTH ADVISORS

SAN JOSE, CA · CRD 157913 · IAPD ↗ · claritywealthadvisors.com · 408-560-3220

$732.9MRegulatory AUM
2Advisory reps
5Employees
38Clients
26-50Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
October 2026 — CLARITY WEALTH ADVISORS notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2025 — CLARITY WEALTH ADVISORS crossed $500M in regulatory AUM ($478.9M -> $601.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
68
April 2024 — CLARITY WEALTH ADVISORS now reports custody of client assets ($15.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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