1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2CLARITY WEALTH ADVISORS

Map pinSAN JOSE, CA
Phone408-560-3220
NotebookSEC #801-79251
Total AUM
$732.9M
Employees
5
Clients
342

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2160 THE ALAMEDA
SUITE A
SAN JOSE
CA 95126
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
408-560-3220

ReceiptFinancials

Total AUM
$732.9M
Accounts
1,353
Discretionary
$732.9M
Accounts
1,353
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
113
AUM
$35M
HNW Individual Clients
223
AUM
$677.7M
Pension/Profit Sharing Plan Clients
4
AUM
$19.7M
Charitable Organization Clients
2
AUM
$654.5K

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CALAORTX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account