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CLARITY FINANCIAL PLANNERS

CLAYTON, MO · CRD 277114 · IAPD ↗ · 314-548-2260

$132.5MRegulatory AUM
1Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
May 2024 — CLARITY FINANCIAL PLANNERS (CLAYTON, MO) is newly SEC-registered with $111.2M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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