CLARITY WEALTH ADVISORS, LLC

CLARITY WEALTH ADVISORS
SAN JOSE, California·4 registered advisors·CRD# 157913
SEC# 801-792510408-560-3220
01

Firm Overview

AUM
$479M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at CLARITY WEALTH ADVISORS, LLC

4 registered advisors
John C Westerlund
SAN RAMON, California
Milind Pinak Dalal
SAN JOSE, California
Parvin Nmn Manuchehri
SAN JOSE, California
Ramisha Nicole Horton
SAN RAMON, California
05

Office Locations

SAN JOSE, California
2 advisors
SAN RAMON, California
2 advisors

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Data sourced from SEC Form ADV filings. CLARITY WEALTH ADVISORS, LLC (CRD# 157913) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.