← Directory
CLARITY WEALTH DEVELOPMENT, LLC
CRD 155103File 801-121546
APPROVED
Retail clients
Custody
Filing as of Mar 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$208.6M
Below cohort median (national)
Discretionary AUM
$208.6M
Clients
226
712 accounts
Employees
5
Below cohort median in OR
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jun 21, 2021
- Principal office
- 262 NW POLK AVE, CORVALLIS, OR, 97330
- Phone
- 541-753-1898
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $208.6M
- Discretionary AUM
- $208.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 712
- Non-discretionary accounts
- 0
- Total accounts
- 712
- AUM per client
- $923K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 81 | $153.1M |
| Individuals (other than high net worth individuals) | 145 | $55.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — NET WORTH FEES
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.