Clarity Wealth Management, Inc.

Clarity Wealth Management, Inc. (CRD# 153258) is a financial advisory firm headquartered in Irvine, CA. They manage $55,347,015 in 149 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    55
    MILLION
  • Total Number of Accounts
    149
    ACCOUNTS
  • Average Account Value
    $371,456
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Clarity Wealth Management, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Thomas R. O'connor
CRD#: 1318054
16440 Bake Parkway, Suite 150, Irvine, CA 92618
96
Wealthminder
score

Thomas O'connor (CRD# 1318054) is an Investment Advisor Representative working at Clarity Wealth Management, Inc. in Irvine, CA and has over 27 years of experience in the finance industry. Thomas O'connor has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Gina R. Chironis
CRD#: 1182589
16440 Bake Parkway, Suite 150, Irvine, CA 92618
93
Wealthminder
score

Gina Chironis (CRD# 1182589) is an Investment Advisor Representative working at Clarity Wealth Management, Inc. in Irvine, CA and has over 9 years of experience in the finance industry.

3
Jeffry K. Weinhuff
CRD#: 1288860
16440 Bake Parkway, Suite 150, Irvine, CA 92618
89
Wealthminder
score

Jeffry Weinhuff (CRD# 1288860) is an Investment Advisor Representative working at Clarity Wealth Management, Inc. in Irvine, CA and has over 2 years of experience in the finance industry.

4
Diedre Dodson
CRD#: 6456257
Jurupa Valley, CA
87
Wealthminder
score

Diedre Dodson (CRD# 6456257) is an Investment Advisor Representative working at Clarity Wealth Management, Inc. in Jurupa Valley, CA and has 1 year of experience in the finance industry.

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