Wealth Manager
    SEC Registered
    Manages Private Funds

    Clariti Wealth Advisors

    Registered investment advisor · Wilmington, Delaware · CRD #104804

    Assets Under Management
    $798M
    Client Accounts
    1,330
    Employees
    10
    CRD Number
    104804
    Registration
    SEC Registered
    Custodian
    National Financial Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Clariti Wealth Advisors

    Established in 1983, Clariti Wealth Advisors is a fee-only, fiduciary-based firm in Wilmington, DE, managing nearly $565 million in assets and offering financial planning and investment management services. They charge fees from 0.45% to 0.95% based on client assets.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Clariti Wealth Advisors

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Clariti Wealth Advisors's AUM?

    Clariti Wealth Advisors reports approximately $798M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Clariti Wealth Advisors headquartered?

    Clariti Wealth Advisors is headquartered in Wilmington, Delaware.

    What is Clariti Wealth Advisors's CRD number?

    Clariti Wealth Advisors's CRD number is 104804. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Clariti Wealth Advisors manage?

    Clariti Wealth Advisors manages approximately 1,330 client accounts according to its latest SEC filing.

    Is Clariti Wealth Advisors SEC registered?

    Yes, Clariti Wealth Advisors is registered with the SEC as an investment adviser with an approved registration status.

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