Clarity Wealth
Financial Services • 
Pelican Bay, Florida, United States • 21-50 Employees
Company overview
| Headquarters | 5801 PELICAN BAY BLVD, Suite 103, NAPLES, Florida 34108, US |
| Phone number | +12394797938 |
| Website | |
| NAICS | 52 |
| Founded | 2023 |
| Employees | 21-50 |
| Socials |
Key Contacts at Clarity Wealth
Christopher Wolf
Managing Director, Chief Investment Officer
Scott Metzger
Managing Director-Wealth Advisor
Streeter Holden
Managing Director - Wealth Advisor
Mark Pittman
Managing Director - Wealth Advisor
Clarity Wealth Email Formats
Clarity Wealth uses 3 email formats. The most common is {first initial}.{last name} (e.g., j.doe@clarity-wealth.com), used 83.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@clarity-wealth.com | 83.3% |
{first name}.{last name} | john.doe@clarity-wealth.com | 13.3% |
{first initial}{second initial}.{last name} | jo.doe@clarity-wealth.com | 3.3% |
About Clarity Wealth
Clarity Wealth helps families simplify the complex aspects of wealth management to maximize the enjoyment of the life you are leading today. We strive to build deep, meaningful, and trusted relationships with your family now and for generations to come. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social. This information is intended for the use only by residents of: AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV. CA Insurance Producer License Number: Alex McCain W647789 Resident of Florida Tricia Novello 0M00213 Resident of Florida Kevin Wolf 0M59382 Resident of Florida Scott Metzger 1756019 Resident of Florida Kurt Maurillo 0M55139 Resident of Florida Brian Wolf 0M67941 Resident of Florida Tony Gottschalk 0M68313 Resident of Florida
Clarity Wealth revenue & valuation
| Annual revenue | $3,422,200 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $11,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Clarity Wealth has 17 employees across 3 departments.
Departments
Number of employees
Funding Data
Clarity Wealth has never raised funding before.
Clarity Wealth Tech Stack
Discover the technologies and tools that power Clarity Wealth's digital infrastructure, from frameworks to analytics platforms.
Web servers
Form builders
Hosting
Security
Font scripts
Maps
CDN
JavaScript libraries
Analytics
Spain
Germany
Canada
Australia
Frequently asked questions
4.8
40,000 users
