← Back to searchVisit website
CLARITY WEALTH MANAGEMENT LLC
CRD 318575
432 GREENFIELD ROAD, 2ND FL, MONTAGUE, MA, 01351, United States
Phone
(413) 200-0541
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$8.5M
Discretionary AUM
$8.5M
Team
1 total employees; 1 advisory reps; 34 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees; REFERRAL FEES
Org form
Limited Liability Company
Filing date
2026-05-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 40 | $4.4M |
| High net worth individuals | 1 | $3.5M |
| Charitable organizations | 2 | $638K |
All web addresses on file
Official SEC filing: View on IAPD