Investment adviser · CRD 337718
CLARITY RETIREMENT & WEALTH, LLC
Investment adviser filing (IA)
NEW BEDFORD, MA, United States · Form ADV filed Jan 14, 2026
- Regulatory AUM
- $140M Form ADV · Item 5.F
- Client accounts
- 499 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 98 | $91,248,497 | 65.4% |
| Individuals | 231 | $48,299,110 | 34.6% |
Filing source
Form ADV 2037773 · Jan 14, 2026 · 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 fundsThe 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: Jan 14, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
158 CHARLES L MCCOMBS BLVD., 2ND FLOORNEW BEDFORD, MA, 02745, United States
CRD 337718
Filing source
Form ADV 2037773 · Jan 14, 2026 · 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.