Investment adviser · CRD 172355

CLARIFY WEALTH MANAGEMENT

Investment adviser filing (IA)

CLARIFY WEALTH MANAGEMENT, INC.

CINCINNATI, OH, United States · Form ADV filed Jul 3, 2024

Regulatory AUM
$410M
Form ADV · Item 5.F
Client accounts
1,552
Accounts, not individual clients
Employees
11
Reported in this filing
Advisory professionals
8
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals279$242,915,93759.2%
Individuals559$110,926,99427.1%
CharitiesFewer than 5$54,017,92313.2%
Retirement plans5$2,176,3580.5%
Corporations & businessesFewer than 5$1,5300.0%
Filing source

Form ADV 1887216 · Jul 3, 2024 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jul 3, 2024. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting

Compensation

Percentage of assets

Principal office

50 E-BUSINESS WAY, SUITE 100
CINCINNATI, OH, 45241, United States

CRD 172355

Filing source

Form ADV 1887216 · Jul 3, 2024 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.