Clarity Wealth Advisors is an investment advisor in San Jose with $396.32 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
452307378
SEC advisor number
801-79251
FINRA CRD number
157913
AUM ?
$478.90 mm
(as of 16 Jul 24)
Accounts
1,192
(as of 16 Jul 24)
Employees
4
(2 investment advisory or research)
Address
Clarity Wealth Advisors
2160 THE ALAMEDA, SUITE A
SAN JOSE
CA 95126
2160 THE ALAMEDA, SUITE A
SAN JOSE
CA 95126
Phone
408-560-3220
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
17 Jul 24
13F-HR
Quarterly holdings report by institutional manager
17 Apr 24
13F-HR
Quarterly holdings report by institutional manager
10 Jan 24
13F-HR
Quarterly holdings report by institutional manager
6 Nov 23
13F-HR
Quarterly holdings report by institutional manager
28 Jul 23
13F-HR
Quarterly holdings report by institutional manager
10 May 23
13F-HR
Quarterly holdings report by institutional manager
6 Feb 23
13F-HR
Quarterly holdings report by institutional manager
1 Nov 22
13F-HR
Quarterly holdings report by institutional manager
19 Jul 22
13F-HR
Quarterly holdings report by institutional manager
2 May 22