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CLARITY RETIREMENT & WEALTH, LLC
CRD 337718 · SEC 801-134185
158 CHARLES L MCCOMBS BLVD., 2ND FLOOR, NEW BEDFORD, MA, 02745, United States
Phone
774-992-7444
Fax
774-206-1240
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$139.5M
Discretionary AUM
$139.5M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-14
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 231 | $48.3M |
| High net worth individuals | 98 | $91.2M |
States served
MA, RI, NH, FL
All web addresses on file
Official SEC filing: View on IAPD