Clarity Wealth Advisors

$732.9MAssets under management
as of Sep 2026 · SEC Form ADV
San Jose, CA
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Tech stack

No one at Clarity Wealth Advisors has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Clarity Wealth Advisors's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Fidelity
Per Form ADV · $260M held · filed Jul 2024
Schwab
Per Form ADV · $205M held · filed Jul 2024