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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- VitalAtlas unison
- Established Date
- 03-24-2022
- Office Locations
- 2
Office Locations
About Clarity Wealth Management LLC
Clarity Wealth Management LLC is a Massachusetts-registered RIA providing in-house wealth management and ongoing financial planning, including tax planning and charitable/estate planning. The firm builds custom, multi-asset portfolios to preserve and grow wealth and offers an ethical investing approach focused on climate change, human rights, and leadership & management. Also supports business and foundation clients and can help set up and manage employee retirement plans; Schwab is listed as a custodian.
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Owner & Executives
SENAIDA NOEMI BAUTISTA
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #5641917
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
JASON RUSSELL WILBURN
Vice President.
- CRD
- #2855886
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,515,017 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,515,017 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,515,017
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $550,947,783 | 7.5% |
| Municipal Bonds | $1,043,127,803 | 14.2% |
| Public Funds | $1,755,686,936 | 23.9% |
| Cash | $2,394,786,364 | 32.6% |
| U.S. Government/Agency | $1,601,421,556 | 21.8% |
| Total | $7,345,970,442 | 100.0% |