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CLARITY WEALTH MANAGEMENT, L.L.C.
CLARITY WEALTH MANAGEMENT, L.L.C.
MESA, Arizona
·
3 registered advisors
·
CRD# 284874
SEC# 801-123481
0
480-962-1181
01
Firm Overview
AUM
$146M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at CLARITY WEALTH MANAGEMENT, L.L.C.
3 registered advisors
Charles Bennie Booth
MESA, Arizona
CRD# 3261548
Howard Robard Dal Monte
MESA, Arizona
CRD# 5074419
Richard Monnett Everhart
MESA, Arizona
CRD# 5851562
05
Office Locations
MESA, Arizona
3 advisors
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Data sourced from SEC Form ADV filings. CLARITY WEALTH MANAGEMENT, L.L.C. (CRD# 284874) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.