CRD: 284874
Clarity Wealth Management, L.l.c.
Gilbert, AZ, 85234
4807769670
$236.8M Total AUM
$212.2M Disc. AUM
19.1% 3Y CAGR
5 Employees
944 ADV. Clients
9 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-08-2016
- Office Locations
- 1
Office Locations
3303 E Baseline RD Ste. 107 Gilbert AZ
About Clarity Wealth Management, L.l.c.
Clarity Wealth Management, L.l.c. is a Gilbert-based RIA. The firm has been operating for 9 years. Managing $236.8M in total assets under management, with 2 advisory representatives. They custody assets with LPL Financial. Services offered include Financial Planning, Insurance, Investment Planning.
Team overview
-- AVG AGE
$118.4M AVG AUM / ADVISOR
$250.9K AVG AUM / CLIENT
9.1 yrs AVG TENURE
5 Employees
2 Advisory Reps
2 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Horizon legacy Eagle
Investment Themes
Capital Fusion Crest insight
Investment Vehicles
Glacier
Services
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Owner & Executives
HOWARD ROBARD DAL MONTE
Chief Compliance Officer, Financial Advisor, PARTNER
- CRD
- #5074419
- Ownership
- 25% but less than 50%
(834) 367-3974
atlas.fusion@meridiancapital.com
in linkedin.com/in/wave-value
R
RICHARD MONNETT EVERHART JR
PARTNER
- CRD
- #5851562
- Ownership
- 25% but less than 50%
(793) 944-6882
vertex.insight@focuscapital.com
in linkedin.com/in/ember-meridian
Showing 2 of 2 owners & executives
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C
CHARLES BENNIE BOOTH
Owner
- CRD
- #3261548
(970) 293-7537
frontier.radial@vectorcapital.com
in linkedin.com/in/unison-signal
R
RACHELLE LEE DAL MONTE
--
- CRD
- #5451071
(449) 693-2045
wave.radial@pioneercapital.com
in linkedin.com/in/prime-timber
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $212,238,690 | $294,776 |
| Non-Discretionary | $24,596,987 | $109,808 |
| Total | $236,835,677 | $250,885 |
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Separately Managed Accounts
Total SMA Asset: $236,835,677
Equity - OTC:
14.8% Public Funds:
20.5% U.S. Government/Agency:
8.8% Municipal Bonds:
6.6% Cash:
16.0% Corporate - Investment Grade:
15.2% Equity - Exchange:
12.4% Other:
5.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $174,686,494 | 14.8% |
| Public Funds | $241,964,401 | 20.5% |
| U.S. Government/Agency | $103,867,645 | 8.8% |
| Municipal Bonds | $77,900,734 | 6.6% |
| Cash | $188,850,264 | 16.0% |
| Corporate - Investment Grade | $179,407,751 | 15.2% |
| Equity - Exchange | $146,358,955 | 12.4% |
| Other | $67,277,907 | 5.7% |
| Total | $1,180,314,151 | 100.0% |