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Building 2CLARITY WEALTH MANAGEMENT, INC.

Map pinIRVINE, CA
Phone(949) 579-9893
NotebookSEC #801-124722
Total AUM
$127.8M
Employees
3
Clients
96

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
16440 BAKE PARKWAY
SUITE 100
IRVINE
CA 92618
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
(949) 579-9893

ReceiptFinancials

Total AUM
$127.8M
Accounts
290
Discretionary
$118.3M
Accounts
276
Non-Discretionary
$9.4M
Accounts
14

ContactClients

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Individual Clients
38
AUM
$10.1M
HNW Individual Clients
50
AUM
$109.5M
Pension/Profit Sharing Plan Clients
7
AUM
$8.1M
Corporation or Business Clients
1
AUM
$10.4K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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