SourcingSourcing

CLARITY WEALTH MANAGEMENT, L.L.C.

C44
CRD 284874·SEC 801-123481·GILBERT, AZ
AUM
$236.8M
$100M-$500M
Est. Revenue
$2.4M
@ 1% on AUM
Est. EBITDA
$711K
@ 30% margin
Est. Deal Value
$5.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CLARITY WEALTH MANAGEMENT, L.L.C.
CRD
284874
SEC file #
801-123481
EIN
—
DBA names
—

Economics

AUM
$236.8M
AUM band
$100M-$500M
AUM trajectory
'23'26
$126.5M → $236.8M▲ +87%
Client mix
Individuals Other851
Individuals High Net Worth76
Other13
Pension Profit Sharing Plans4

Operations

Employees (total)
5
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'23'26
4 advisors → 2 advisors▼ -50%
Primary office
GILBERT AZ
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
claritywealthmgt.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DAL MONTE, HOWARD, ROBARD
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
DAL MONTE, HOWARD, ROBARD
EVERHART, RICHARD, MONNETT
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CLARITYWEALTHMGT.COM
Rdap Domain Creation Date
2008-11-05T19:03:18Z
Rdap Firm Age Years
18
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
3
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Lpl Financial4
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-11-05T18:03:18Z
Rdap Domain Last Changed
2025-05-21T18:54:06Z
Rdap Nameservers
Ns15.domaincontrol.comNs16.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
5074419
Trust Company Affiliate
No

People (4)

4
EVERHART, RICHARD, MONNETT
IAR · Direct Owner · 37.5%
5851562
DAL MONTE, HOWARD, ROBARD
IAR · Direct Owner · 37.5%
5074419
RACHELLE LEE DAL MONTE
IAR
5451071
CHARLES BENNIE BOOTH
IAR
3261548