Clarity Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting. Financial planning was provided to 101–250 clients last fiscal year.
Clarity Wealth Management reports 944 clients. They include 851 individual clients, 76 high-net-worth individuals and 13 other clients. Of its assets, 89.6% ($212M across 720 accounts) are managed with discretion; $24.6M across 224 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 90% | 35% |
| High-net-worth individuals | 8% | 59% |
| Pension and profit-sharing plans | <1% | 4% |
| Other | 1% | 1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 851 | $83.8M | 35.4% | $98.5K |
| High-net-worth individuals | 76 | $140M | 59.1% | $1.84M |
| Pension and profit-sharing plans | Fewer than 5 | $9.83M | 4.2% | $2.46M |
| Other | 13 | $3.19M | 1.3% | $245K |
| Total | 944 | $237M | 100% | — |
- Clients
- 851
- Regulatory AUM
- $83.8M
- AUM share
- 35.4%
- Avg. per client
- $98.5K
- Clients
- 76
- Regulatory AUM
- $140M
- AUM share
- 59.1%
- Avg. per client
- $1.84M
- Clients
- Fewer than 5
- Regulatory AUM
- $9.83M
- AUM share
- 4.2%
- Avg. per client
- $2.46M
- Clients
- 13
- Regulatory AUM
- $3.19M
- AUM share
- 1.3%
- Avg. per client
- $245K
Total
- Clients
- 944
- Regulatory AUM
- $237M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Clarity Wealth Management charges 1.00%–2.00% a year for its Portfolio Management Fees. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Financial planning is a negotiated fixed fee of $150 to $15,000, or a negotiated hourly fee of $150 to $250; fees are negotiable.
Richard Everhart owns 25% to 50% of Clarity Wealth Management. It has 6 employees, 3 of them in advisory roles.
Leadership
Howard Dal MontePartner & CCO- Richard EverhartPartner
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
- Charles Bennie Booth
Staff
- 6 employees
- 3 in advisory functions
- 3 state-registered reps
- 4 broker-dealer reps
- 2 insurance agents
- Owns 25% to 50% of Clarity Wealth Management, L.L.C.
Richard Everhart
Control person · since January 2016
- Owns 25% to 50% of Clarity Wealth Management, L.L.C.
Howard Dal Monte
Control person · since January 2016
Clarity Wealth Management’s regulatory assets grew 1.9× from $126M (April 2022) to $237M (September 2026); clients rose from 512 to 944 and employees from 4 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $237M | 944 | 6 | 1 |
| April 2025 | $168M | 362 | 4 | 1 |
| July 2024 | $146M | 344 | 4 | 1 |
| July 2023 | $107M | 259 | 4 | 1 |
| April 2022 | $126M | 512 | 4 | 1 |
Besides its headquarters, Clarity Wealth Management has 0 offices, with 1 listed address in Arizona.
Arizona · 1 listed address
- 3303 E Baseline RD, Ste. 107, GilbertHQ
Contact and registration details
- Legal name
- Clarity Wealth Management, L.L.C.
- Headquarters
- 3303 E Baseline RD, Ste. 107, Gilbert, AZ 85234
- Website
- claritywealthmgt.com
- Phone
- 480-776-9670
- SEC file
- 801-123481
- Structure
- Arizona LLC
- Fiscal year end
- December
Clarity Wealth Management uses LPL Financial ($81.1M) as custodian for its separately managed accounts. Clarity Wealth Management does not have custody of client assets.
- LPL FinancialLPL Financial LLC · San Diego, CA · $81.1M100%
At year end, Clarity Wealth Management’s separately managed accounts were largely in stocks (41%) and bonds (30%).
What the accounts hold
- Stocks41%
- Non-exchange-traded equities39%
- Exchange-traded equities2%
- Funds24%
- Bonds30%
- U.S. government and agency bonds14%
- State and local bonds13%
- Investment grade corporate bonds3%
- Cash3%
- Other2%
- Annuities and options2%
How many clients does Clarity Wealth Management have?
Clarity Wealth Management has 944 clients and manages $237 million for them, as of September 2026. They include 851 individual clients, 76 high-net-worth individuals and 13 other clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 2 September 2026
What services does Clarity Wealth Management offer?
Clarity Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Clarity Wealth Management charge?
Clarity Wealth Management charges 1.00%–2.00% a year for its Portfolio Management Fees. The fee is billed in advance and is negotiable.
Source: ADV PART 2A-CLARITY WEALTH MANAGEMENT, L.L.C., filed 27 March 2026
Which custodians does Clarity Wealth Management use?
Clarity Wealth Management’s separately managed account assets are held at LPL Financial LLC (San Diego, CA), with $81.1M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 2 September 2026
How many financial advisors does Clarity Wealth Management have?
Clarity Wealth Management has 3 investment adviser representatives registered with state securities authorities, out of 6 employees, and 3 perform investment advisory functions. 4 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
What does Clarity Wealth Management invest in?
At the end of its last fiscal year, Clarity Wealth Management’s separately managed accounts held 39% non-exchange-traded equities, 24% registered funds (mutual funds, ETFs, BDCs), 14% U.S. government and agency bonds, 13% state and local bonds, 3% investment grade corporate bonds, 3% cash and equivalents, 2% exchange-traded equities and 2% other. The 2% other category is described as: Annuities and Options.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Clarity Wealth Management?
Clarity Wealth Management’s direct owners are Richard Everhart and Howard Dal Monte, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 2 September 2026
How does Clarity Wealth Management get paid?
Clarity Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Clarity Wealth Management?
Clarity Wealth Management’s main office is at 3303 E Baseline RD, Ste. 107, Gilbert, AZ 85234. Its phone number is 480-776-9670. Its website is claritywealthmgt.com.