CLARITY RETIREMENT & WEALTH, LLC

CRD 337718File 801-134185

APPROVED

Retail clients

Filing as of Jan 14, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$139.5M

Bottom 25% of cohort (national)

Discretionary AUM

$139.5M

Clients

329

499 accounts

Employees

Bottom 25% of cohort in MA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: BRO
Registration date: Sep 3, 2025
Principal office: 158 CHARLES L MCCOMBS BLVD., 2ND FLOOR, NEW BEDFORD, MA, 02745
Phone: 774-992-7444
Website: https://clarityrw.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $139.5M
Discretionary AUM: $139.5M
Non-discretionary AUM: $0
Discretionary accounts: 499
Non-discretionary accounts: 0
Total accounts: 499
AUM per client: $424K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	98	$91.2M
Individuals (other than high net worth individuals)	231	$48.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Selection of other advisers
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This 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.