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CLARA Private Wealth

CLARA Private Wealth

Financial ServicesFlag of US100 Springhouse Dr, Suite 206, United States1-10 Employees

Company overview

Headquarters100 Springhouse Dr, Suite 206, Collegeville, Pennsylvania 19426, US
NAICS52
Keywords
Wealth Management, Financial Planning, Risk Assessment & Mitigation
Founded2025
Employees1-10

Key Contact at CLARA Private Wealth

Flag of US

Elizabeth Gunder

Director of Marketing

About CLARA Private Wealth

At Clara Private Wealth, we provide personalized financial guidance to individuals, families, and business owners who want clarity and confidence in their financial lives. We understand that no two financial journeys are alike, which is why our approach starts with listening, learning your goals, values, and challenges so we can craft a plan that truly fits. Our seasoned advisory team offers comprehensive financial planning, risk management, and investment strategies tailored to support your evolving needs. Whether you're preparing for retirement, navigating business growth, or planning for your family's future, we build thoughtful, objective strategies with a personal touch. Our hands-on process ensures your financial plan remains relevant and adaptable over time. Founded by Ellen and Jeffrey Gunder on a shared belief in family values and trusted relationships, Clara Private Wealth is more than just a financial advisory firm. We’re a long-term partner in your success. With extensive experience, consistent communication, and an unwavering commitment to your goals, we’re here to help you move forward with clarity and confidence. Disclosures: Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the 'Contact Info' section above. Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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CLARA Private Wealth revenue & valuation

Annual revenue$256,665
Revenue per employee$86,000
Estimated valuation?$821,328
Total fundingNo funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

CLARA Private Wealth has never raised funding before.

Frequently asked questions

CLARA Private Wealth is located in 100 Springhouse Dr, Suite 206, US.
CLARA Private Wealth was founded in 2025, making it 1 years old. The company has established itself as a significant player in its industry over this time.
CLARA Private Wealth has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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