$732.9M Total AUM
$732.9M Disc. AUM
22.0% 3Y CAGR
5 Employees
380 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-06-2011
- Office Locations
- 1
Office Locations
2160 THE Alameda Suite A SAN Jose CA
About Clarity Wealth Advisors
Clarity Wealth Advisors is a San Jose, CA RIA providing financial planning and ongoing, tax-aware investment management. The team builds diversified, asset-allocation portfolios (including ETFs and mutual funds) tailored to goals, risk tolerance, and income needs, and aims to act as a “personal CFO” for clients such as entrepreneurs and physicians. Custody primarily at Schwab and Fidelity.
Team overview
-- AVG AGE
$366.5M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
13.9 yrs AVG TENURE
5 Employees
2 Advisory Reps
2 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Meridian Signal optima North vertex Ember zenith Ridge Alpha oak Vertex Crest optima
Client Personas
Harbor catalyst Peak insight
Custodian
Signal Ridge momentum Vector matrix Pathway Pioneer pioneer Momentum
Investment Themes
Harbor Summit legacy
Investment Vehicles
Ember pathway Crest wave
Services
Vector Legacy optima Summit bridge Crest Horizon Pioneer
Owner & Executives
PARVIN NMN MANUCHEHRI
Chief Compliance Officer, Managing Member
- CRD
- #2896681
- Ownership
- 75% or more
(706) 481-9693
unison.vertex@pathwaycapital.com
in linkedin.com/in/prime-focus
MILIND PINAK DALAL
MANAGING DIRECTOR
- CRD
- #2368965
- Ownership
- 10% but less than 25%
(922) 585-1717
summit.beacon@timbercapital.com
in linkedin.com/in/element-ridge
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $732,949,271 | $541,722 |
| Non-Discretionary | $0 | -- |
| Total | $732,949,271 | $541,722 |
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Separately Managed Accounts
Total SMA Asset: $732,949,271
Public Funds:
19.4% Equity - Exchange:
14.0% Cash:
6.3% Municipal Bonds:
21.1% Private Funds:
23.4% U.S. Government/Agency:
15.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $297,179,421 | 19.4% |
| Equity - Exchange | $214,459,376 | 14.0% |
| Cash | $96,506,719 | 6.3% |
| Municipal Bonds | $323,220,917 | 21.1% |
| Private Funds | $358,453,529 | 23.4% |
| U.S. Government/Agency | $242,032,726 | 15.8% |
| Total | $1,531,852,688 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FUSION VITAL TIMBER | SIGNAL CATALYST | WZVKZUVC0 | DFL | 10.87% | $4,055,079 |
| PRIME FOCUS | WAVE CREST | UXBQTTRU3 | JBIHF | 3.05% | $38,250,786 |
| EAGLE ZENITH | ELEMENT UNISON | 2GI9O66PT | MNOQ | 6.49% | $15,042,290 |
| MOMENTUM MATRIX LEGACY | ATLAS ATLAS | JEXC0L8SK | MQC | 2.58% | $86,801,305 |
| INSIGHT ATLAS | BEACON RADIAL | 9ZK03RPWR | TFT | 9.44% | $29,106,371 |
| WAVE WAVE UNISON | CAPITAL PRIME | X6E3UG0WA | OGZ | 8.65% | $115,256,091 |
| VERTEX OPTIMA | BEACON HARBOR | FH0H43MK8 | PYE | 11.50% | $35,273,164 |
| FRONTIER HORIZON ALPHA | VERTEX VITAL | 1I2K6OU2L | EDZ | 10.23% | $55,502,874 |