CLARIFY WEALTH MANAGEMENT, INC.

CLARIFY WEALTH MANAGEMENT
CINCINNATI, Ohio·8 registered advisors·CRD# 172355
SEC# 801-1085862513-381-0001
01

Firm Overview

AUM
$410M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementFee-Only Advisory
04

Advisors at CLARIFY WEALTH MANAGEMENT, INC.

8 registered advisors
Adam Peter Lisowsky
CINCINNATI, Ohio
Aubrey Hyde Ramey
CINCINNATI, Ohio
Chad Andrew Baxter
CINCINNATI, Ohio
Jacob Jeffrey Walker
CINCINNATI, Ohio
James G Brandenburgh
CINCINNATI, Ohio
Martin James Kubik
CINCINNATI, Ohio
Tanner Stepp
CINCINNATI, Ohio
Thomas Bradford Clark
CINCINNATI, Ohio
05

Office Locations

CINCINNATI, Ohio
8 advisors

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Data sourced from SEC Form ADV filings. CLARIFY WEALTH MANAGEMENT, INC. (CRD# 172355) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.