CLARITY WEALTH MANAGEMENT, L.L.C.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $236.8M |
| Discretionary | $212.2M90% of AUM |
| Non-Discretionary | $24.6M |
| Client Accounts | 944 |
| Avg Account Size | $251K |
| Employees | 5 |
| Peak AUM | $247.8MAug 2025 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $237M | +41.2% | +29.3% | +16.6% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $236.8M |
| Discretionary | $212.2M |
| Employees | 5 |
| Client Accounts | 944 |
| Client Range | 101-250 |
Contact & Location
Address
3303 E BASELINE RD
GILBERT AZ 85234
Phone
480-776-9670
Filing History
14 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingAdviser Selection
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$212M
89.6% of AUM
Non-Discretionary
$25M
10.4% of AUM
Disc. mix ▲ 19.1pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported