# Clarity Wealth Development, LLC

> Clarity Wealth Development, LLC is an SEC-registered investment advisory firm in Corvallis, OR, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 11, 2026.

- CRD: 155103
- Filed as: CLARITY WEALTH DEVELOPMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Corvallis, OR
- Filing period: October 2026
- Form ADV filing dated: March 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/155103
- AdvisorCensus page: https://advisorcensus.com/firm/clarity-wealth-development-llc-corvallis-or-155103

## Quick answers

**How is Clarity Wealth Development, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Clarity Wealth Development, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**Where is Clarity Wealth Development, LLC located?**
Clarity Wealth Development, LLC's principal office is in Corvallis, OR, according to its Form ADV.

**Is Clarity Wealth Development, LLC registered with the SEC or a state?**
Clarity Wealth Development, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 155103.

**How much does Clarity Wealth Development, LLC manage?**
Clarity Wealth Development, LLC reports $208,615,945 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (100% discretionary).

**How have Clarity Wealth Development, LLC's assets and staff changed since 2021?**
In the Form ADV data for Clarity Wealth Development, LLC: Regulatory assets under management: $112,099,738 in the October 2021 data and $208,615,945 in the October 2026 data, up 86%. Total employees: 3 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Clarity Wealth Development, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (145); high net worth individuals (81).

**Which custodians does Clarity Wealth Development, LLC use?**
Clarity Wealth Development, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Clarity Wealth Development, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/155103

**What changed in Clarity Wealth Development, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 4 to 5. Regulatory assets under management went from $170,550,860 to $208,615,945 (+22%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $208,615,945
- Discretionary: $208,615,945
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 145 | $55,520,137 |
| High net worth individuals | 81 | $153,095,808 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, OR, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- claritywealthdevelopment.com
- Facebook @CLARITYWEALTH
- LinkedIn @clarity-wealth-development
- X @FABFIDUCIARY

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $112,099,738 | 3 | May 19, 2021 |
| October 2022 | $132,759,112 | 3 | July 11, 2022 |
| October 2023 | $125,573,337 | 3 | April 25, 2023 |
| October 2024 | $140,635,576 | 5 | March 20, 2024 |
| October 2025 | $170,550,860 | 4 | March 19, 2025 |
| October 2026 | $208,615,945 | 5 | March 11, 2026 |

Regulatory assets under management: $112,099,738 in the October 2021 data and $208,615,945 in the October 2026 data, up 86%.
Total employees: 3 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 4 to 5.
- Regulatory assets under management went from $170,550,860 to $208,615,945 (+22%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Clarity Wealth Development, LLC (CRD 155103): Form ADV filing data as of October 2026.