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Clarity Financial Design

Clarity Financial Design. CRD 316258

C

CRD: 316258

Clarity Financial Design

Sarasota, FL, 34236
4074940593
www.clarityfinancialdesign.com
$51.4M Total AUM
$51.4M Disc. AUM
-- 3Y CAGR
2 Employees
55 ADV. Clients
4 yrs Firm Age

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Firm Details

Custodian
Altruist · Charles Schwab & Company · Truist Bank
Clients
Retail and Institutional
Platforms
SignalRadial zenith +more
Established Date
09-23-2021
Office Locations
1

Office Locations

205 N Orange AVE Suite 306 Sarasota FL

About Clarity Financial Design

Clarity Financial Design is a Florida-based RIA serving women nationwide, including entrepreneurs, pre-retirees, and clients navigating life transitions. The firm provides holistic planning and wealth management across retirement, investments, taxes, estate planning, insurance, and charitable giving, with added expertise in the cash-flow and tax/legal complexity of business ownership. Founder Melissa Walsh holds both the CFA and CFP designations; portfolios use public funds and ETFs through custodians like Schwab.

Team overview

-- AVG AGE
$51.4M AVG AUM / ADVISOR
$934.8K AVG AUM / CLIENT
4.7 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age

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Asset Classes

Wave ember Eagle

Client Personas

Ridge Catalyst zenith

Custodian

Catalyst Summit ridge Beacon Horizon pathway Optima value Vertex delta Capital

Investment Themes

Element catalyst Radial quantum

Investment Vehicles

Pathway

Services

Peak Pioneer Quantum Atlas Glacier Meridian signal Beacon Vector timber Timber

Technology

Unison pioneer Legacy Glacier legacy Peak Wave element Summit zenith Peak

Owner & Executives

MELISSA ELLEN WALSH

MELISSA ELLEN WALSH

Chief Compliance Officer, FOUNDER, President

CRD
#5546872
Ownership
75% or more
(503) 539-4136
peak.legacy@summitcapital.com
in linkedin.com/in/bridge-catalyst

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $51,413,769 --
Non-Discretionary $0 --
Total $51,413,769 --

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Separately Managed Accounts

Total SMA Asset: $51,413,769

$51.4M Total SMA
Public Funds:
16.9%
Equity - Exchange:
25.1%
Cash:
21.8%
Municipal Bonds:
21.6%
U.S. Government/Agency:
14.6%
Asset class Assets Assets %
Public Funds $239,673,791 16.9%
Equity - Exchange $355,965,216 25.1%
Cash $309,165,008 21.8%
Municipal Bonds $306,328,632 21.6%
U.S. Government/Agency $207,055,464 14.6%
Total $1,418,188,111 100.0%

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