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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-14-2020
- Office Locations
- 1
Office Locations
About Clarity Financial
Clarity Financial Wealth Management (Arcadia, CA; formed 2020) provides investment management plus strategic wealth and retirement planning for individuals and business owners, including consultative financial plans. The firm emphasizes an education-first process and does not charge upfront fees for planning services. Portfolios commonly use ETFs and diversified public funds, alongside U.S. government/agency fixed income, to support long-term goals from first-time investors through pre-retirees.
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Owner & Executives
JARVIS MAXWELL REEVES III
Chief Compliance Officer, Owner
- CRD
- #6962524
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $462,000 | -- |
| Total | $462,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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