CRD: 311905
Clarity Financial Organization, LLC
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- Custodian
- LPL Financial
- Clients
- Retail
- Platforms
- Catalyst
- Established Date
- 07-20-2021
- Office Locations
- 1
Office Locations
About Clarity Financial Organization, LLC
Clarity Financial Organization, LLC is a retail RIA that pairs goals-based financial planning with ongoing portfolio management, helping individuals and families make confident decisions through major life transitions and into retirement. The investment approach emphasizes asset allocation and risk management using mutual funds, ETFs, and model portfolios. The firm operates on the LPL Financial platform and leverages tools like eMoney and Morningstar for planning and research.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
WILLIAM ROGER WASHBURN
Chief Compliance Officer, Financial Advisor, Owner, Vice President
- CRD
- #2599590
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,007,165 | -- |
| Non-Discretionary | $0 | -- |
| Total | $26,007,165 | -- |
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Separately Managed Accounts
Total SMA Asset: $26,007,165
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,925,145,591 | 46.0% |
| Cash | $4,607,779,606 | 54.0% |
| Total | $8,532,925,197 | 100.0% |