$139.5M Total AUM
$139.5M Disc. AUM
-- 3Y CAGR
2 Employees
329 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Fusion meridian
- Established Date
- 09-03-2025
- Office Locations
- 1
Office Locations
158 Charles L Mccombs Blvd. 2ND Floor NEW Bedford MA
About Clarity Retirement & Wealth, LLC
Clarity Retirement & Wealth is a fiduciary retirement planning firm serving retirees and pre-retirees with an education-first process. Advisors focus on retirement income and cash-flow planning, Social Security timing, tax-aware withdrawal strategies, and guidance on 401(k)/403(b)/457 rollover decisions to help clients navigate market volatility. The firm custody relationships include Charles Schwab and Fidelity/NFS.
Team overview
-- AVG AGE
$69.8M AVG AUM / ADVISOR
$424.2K AVG AUM / CLIENT
0.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
1 RIA Reps
0yrs Firm Age
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Asset Classes
Horizon
Custodian
Wave optima Meridian
Investment Themes
Atlas pioneer Meridian Bridge optima Eagle
Investment Vehicles
Timber
Services
Bridge radial Beacon Meridian Eagle summit Momentum
Technology
Capital
Owner & Executives
J
JOHN EDWARD WILLIAMS III
Chief Compliance Officer, Managing Member
- CRD
- #5864621
- Ownership
- 75% or more
(514) 567-5555
bridge.zenith@insightcapital.com
in linkedin.com/in/vital-pioneer
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $139,547,607 | $279,655 |
| Non-Discretionary | $0 | -- |
| Total | $139,547,607 | $279,655 |
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Separately Managed Accounts
Total SMA Asset: $139,547,607
Public Funds:
29.0% U.S. Government/Agency:
36.6% Cash:
20.5% Equity - Exchange:
13.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $961,874,727 | 29.0% |
| U.S. Government/Agency | $1,213,952,241 | 36.6% |
| Cash | $679,945,927 | 20.5% |
| Equity - Exchange | $461,036,507 | 13.9% |
| Total | $3,316,809,402 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VERTEX CATALYST QUANTUM | INSIGHT EMBER | XYD2C879W | AHP | 1.91% | $23,956,316 |
| INSIGHT WAVE ALPHA | DELTA OAK | AE6XFVXY9 | EAC | 11.54% | $78,585,398 |
| BRIDGE PRIME VITAL | ZENITH GLACIER | EKQCJHS1X | UZCJ | 1.90% | $19,658,110 |
| VECTOR DELTA GLACIER | PATHWAY CATALYST | TLXYIW88X | HUUCT | 12.22% | $13,785,943 |
| HARBOR NORTH ATLAS | QUANTUM HORIZON | 28GIIT58Y | LXK | 2.14% | $20,160,631 |
| EAGLE ELEMENT | HARBOR WAVE | LJRLHT5GI | OXZYO | 5.38% | $51,816,801 |
| MERIDIAN QUANTUM | PRIME MERIDIAN | BACHNCTFL | KSACT | 10.22% | $60,183,477 |
| FOUNDATION VERTEX ZENITH | VERTEX GLACIER | TITSNI2FO | YYMQ | 0.66% | $37,654,017 |