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Building 2CLARITY WEALTH DEVELOPMENT, LLC

Map pinCORVALLIS, OR
Phone541-753-1898
NotebookSEC #801-121546
Total AUM
$208.6M
Employees
5
Clients
226

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
262 NW POLK AVE
CORVALLIS
OR 97330
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Phone
541-753-1898

ReceiptFinancials

Total AUM
$208.6M
Accounts
712
Discretionary
$208.6M
Accounts
712
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
145
AUM
$55.5M
HNW Individual Clients
81
AUM
$153.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
NET WORTH FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
CAORTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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