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- Custodian
- American Funds ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-15-2022
- Office Locations
- 1
Office Locations
About Clarity Wealth Management LLC
Clarity Wealth Management is a Grand Rapids, MI fee-only RIA serving retail clients with retirement planning and ongoing wealth management. The firm builds risk-aligned portfolios and provides income and budget planning, with a focus on tax-efficient accounts (IRA/Roth/401(k)/403(b)). No commissions; meetings are fee-free, and ongoing guidance includes regular check-ins and proactive portfolio adjustments, with custody on Schwab.
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Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
Tyler S Howe
Chief Compliance Officer, Financial Advisor, Owner
- CRD
- #6409982
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,851,007 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,851,007 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,851,007
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,436,091,546 | 25.0% |
| Equity - Exchange | $2,309,235,205 | 40.2% |
| Cash | $1,999,039,431 | 34.8% |
| Total | $5,744,366,182 | 100.0% |