# Clarity Wealth Management, L.L.C.

> Clarity Wealth Management, L.L.C. is an SEC-registered investment advisory firm in Gilbert, AZ, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 2, 2026.

- CRD: 284874
- Filed as: CLARITY WEALTH MANAGEMENT, L.L.C.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Gilbert, AZ
- Filing period: October 2026
- Form ADV filing dated: September 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/284874
- AdvisorCensus page: https://advisorcensus.com/firm/clarity-wealth-management-l-l-c-gilbert-az-284874

## Quick answers

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

**How much does Clarity Wealth Management, L.L.C. charge?**
Its Form ADV Part 2A brochure dated March 27, 2026 states: Flat fee: $150 to $15,000 (Financial Planning); Hourly rate: $150 to $250 an hour (Financial Planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Clarity Wealth Management, L.L.C. located?**
Clarity Wealth Management, L.L.C.'s principal office is in Gilbert, AZ, according to its Form ADV.

**Is Clarity Wealth Management, L.L.C. registered with the SEC or a state?**
Clarity Wealth Management, L.L.C. is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 284874.

**How much does Clarity Wealth Management, L.L.C. manage?**
Clarity Wealth Management, L.L.C. reports $236,835,677 in regulatory assets under management in its Form ADV filing dated September 2, 2026 (90% discretionary).

**How have Clarity Wealth Management, L.L.C.'s assets and staff changed since 2022?**
In the Form ADV data for Clarity Wealth Management, L.L.C.: Regulatory assets under management: $126,473,745 in the October 2022 data and $236,835,677 in the October 2026 data, up 87%. Total employees: 4 in October 2022 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Clarity Wealth Management, L.L.C. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (851); high net worth individuals (76); other (13).

**Which custodians does Clarity Wealth Management, L.L.C. use?**
Clarity Wealth Management, L.L.C.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Clarity Wealth Management, L.L.C. 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/284874

**Does Clarity Wealth Management, L.L.C. state an account minimum?**
Its Form ADV Part 2A brochure dated March 27, 2026 says: "There is no minimum account size."

**What changed in Clarity Wealth Management, L.L.C.'s recent Form ADV filings?**
In the October 2026 filing data: Employees performing advisory functions went from 2 to 3.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Account minimum: None

> There is no minimum account size.

- Flat fee: $150 to $15,000 (Financial Planning)

> • Fixed fees: Negotiated between $150 and $15,000.

- Hourly rate: $150 to $250 an hour (Financial Planning)

> • Hourly fees: Negotiated between $150 and $250 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial LLC

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: $236,835,677
- Discretionary: $212,238,690
- Non-discretionary: $24,596,987

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 851 | $83,801,885 |
| High net worth individuals | 76 | $140,016,672 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $9,831,209 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 13 | $3,185,911 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 6 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- claritywealthmgt.com
- Facebook @howarddalmonte
- LinkedIn @deuce-everhart-35422932
- LinkedIn @howard-dal-monte-20b3052b2
- X @Clarity_Wealth
- YouTube @ClarityWealthManagement

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $126,473,745 | 4 | August 22, 2022 |
| October 2023 | $107,096,303 | 4 | July 14, 2023 |
| October 2024 | $145,776,157 | 4 | July 16, 2024 |
| October 2025 | $167,683,432 | 4 | April 1, 2025 |
| October 2026 | $236,835,677 | 6 | September 2, 2026 |

Regulatory assets under management: $126,473,745 in the October 2022 data and $236,835,677 in the October 2026 data, up 87%.
Total employees: 4 in October 2022 and 6 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Employees performing advisory functions went from 2 to 3.

### December 2025
- Regulatory assets under management went from $167,683,432 to $247,827,278 (+48%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Clarity Wealth Management, L.L.C. (CRD 284874): Form ADV filing data as of October 2026.