Clarity Wealth Management, LLC

Clarity Wealth Management, LLC (CRD# 284874) is a financial advisory firm headquartered in Mesa, AZ. They manage $145,776,157 in 560 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1234 S. Power Rd., Ste. 207, Mesa, AZ 85206
By the Numbers
  • Total Assets Under Management
    146
    MILLION
  • Total Number of Accounts
    560
    ACCOUNTS
  • Average Account Value
    $260,315
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, TX

Financial Advisors at Clarity Wealth Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Charles Booth, financial advisor Mesa AZ
Charles B. Booth
CRD#: 3261548
1234 S. Power Rd., Ste. 207, Mesa, AZ 85206

Charles Booth (CRD# 3261548) is an Investment Advisor Representative working at Clarity Wealth Management, LLC in Mesa, AZ and has over 25 years of experience in the finance industry.

2
Howard Dal Monte, financial advisor Mesa AZ
Howard R. Dal Monte
CRD#: 5074419
1234 S. Power Rd., Ste. 207, Mesa, AZ 85206

Howard Dal Monte (CRD# 5074419) is an Investment Advisor Representative working at Clarity Wealth Management, LLC in Mesa, AZ and has over 18 years of experience in the finance industry.

3
Rachelle Dal Monte, financial advisor Mesa AZ
Rachelle L. Dal Monte
CRD#: 5451071
1234 S. Power Rd., Ste. 207, Mesa, AZ 85206

Rachelle Dal Monte (CRD# 5451071) is an Investment Advisor Representative working at Clarity Wealth Management, LLC in Mesa, AZ and has over 16 years of experience in the finance industry.

4
Richard Everhart, financial advisor Mesa AZ
Richard M. Everhart
CRD#: 5851562
1234 S. Power Rd., Ste. 207, Mesa, AZ 85206

Richard Everhart (CRD# 5851562) is an Investment Advisor Representative working at Clarity Wealth Management, LLC in Mesa, AZ and has over 13 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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