← Tributary

CLARIFY WEALTH MANAGEMENT

CINCINNATI, OH · CRD 172355 · IAPD ↗ · clarifywealth.com · 513-381-0001

$410.0MRegulatory AUM
8Advisory reps
11Employees
0Clients
0Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
December 2024 — CLARIFY WEALTH MANAGEMENT (CINCINNATI, OH) left the SEC roster (was $410.0M RAUM, 8 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
53
April 2024 — CLARIFY WEALTH MANAGEMENT added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
April 2024 — CLARIFY WEALTH MANAGEMENT notice-filed in AZ, GA, MI, NC, TN, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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