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Building 2CLARITY WEALTH MANAGEMENT, L.L.C.

Map pinGILBERT, AZ
Phone480-776-9670
NotebookSEC #801-123481
Total AUM
$236.8M
Employees
5
Clients
944

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3303 E BASELINE RD
STE. 107
GILBERT
AZ 85234
United States
Operating Hours
9:00 AM - 6:00 PM
Monday - Friday
Phone
480-776-9670

ReceiptFinancials

Total AUM
$236.8M
Accounts
944
Discretionary
$212.2M
Accounts
720
Non-Discretionary
$24.6M
Accounts
224

ContactClients

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Individual Clients
851
AUM
$83.8M
HNW Individual Clients
76
AUM
$140M
Pension/Profit Sharing Plan Clients
4
AUM
$9.8M
Other Clients
13
AUM
$3.2M
Description of Other Clients
LISTED OPTIONS

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZTX

HandshakeAffiliates

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

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