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TRUCLARITY WEALTH ADVISORS

BEACHWOOD, OH · CRD 305145 · IAPD ↗ · 216-619-8412

$100.5MRegulatory AUM
1Advisory reps
3Employees
5Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
February 2025 — TRUCLARITY WEALTH ADVISORS (BEACHWOOD, OH) left the SEC roster (was $100.5M RAUM, 1 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
45
April 2024 — TRUCLARITY WEALTH ADVISORS reported RAUM down 85% ($690.9M -> $100.5M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
50
April 2024 — TRUCLARITY WEALTH ADVISORS shrank from 12 to 1 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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