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CLARITY WEALTH MANAGEMENT, L.L.C.

GILBERT, AZ · CRD 284874 · IAPD ↗ · claritywealthmgt.com · 480-776-9670

$236.8MRegulatory AUM
3Advisory reps
6Employees
0Clients
101-250Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
March 2026 — CLARITY WEALTH MANAGEMENT, L.L.C. reports 101-250 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
December 2025 — CLARITY WEALTH MANAGEMENT, L.L.C. moved its main office from MESA, AZ to GILBERT, AZ.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
64
December 2025 — CLARITY WEALTH MANAGEMENT, L.L.C. reported RAUM up 48% ($167.7M -> $247.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
62
April 2024 — CLARITY WEALTH MANAGEMENT, L.L.C. reported RAUM up 36% ($107.1M -> $145.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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