CLARITY WEALTH DEVELOPMENT, LLC

CORVALLIS, Oregon·2 registered advisors·CRD# 155103
SEC# 801-1215460541-753-1898
01

Firm Overview

AUM
$141M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: NET WORTH FEES
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CLARITY WEALTH DEVELOPMENT, LLC

2 registered advisors
Kay Dee Cole
CORVALLIS, Oregon
Kim Meyer Hall
CORVALLIS, Oregon
05

Office Locations

CORVALLIS, Oregon
2 advisors

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Data sourced from SEC Form ADV filings. CLARITY WEALTH DEVELOPMENT, LLC (CRD# 155103) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.