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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 15 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Clarity Wealth Advisors have?","answer":"Clarity Wealth Advisors has 2 investment adviser representatives registered with state securities authorities, out of 5 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Clarity Wealth Advisors invest in?","answer":"At the end of its last fiscal year, Clarity Wealth Advisors’ separately managed accounts held 55% registered funds (mutual funds, ETFs, BDCs), 30% exchange-traded equities, 10% cash and equivalents, 3% state and local bonds, 1% U.S. government and agency bonds and 1% pooled vehicles (private funds and similar).","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Clarity Wealth Advisors?","answer":"Clarity Wealth Advisors’ direct owners are Parvin Manuchehri (75% or more) and Milind Dalal (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 15 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Clarity Wealth Advisors get paid?","answer":"Clarity Wealth Advisors is paid through a percentage of assets under management and fixed fees. 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