Clarity Wealth Advisors

Investment Management • San Jose, California, United States • 1-10 Employees

Company overview

Headquarters	2160 The Alameda, Suite A, San Jose, CA 95126, US
Phone number	+14085603220
Websites	claritywealthadvisors.com claritywa.com
NAICS	5231
SIC	628
Keywords	Wealth Management, Financial Planning, Investment Management
Founded	2011
Employees	1-10
Socials

Key Contacts at Clarity Wealth Advisors

Jordan Cohne

Founder, Managing Partner, Financial Planner

Megan O'Neal

Director Of Operations

Milind Dalal

Managing Director

Clarity Wealth Advisors Email Formats

Clarity Wealth Advisors uses 1 email format. The most common is {first name} (e.g., john@claritywa.com), used 100% of the time.

Format	Example	Percentage
{first name}	john@claritywa.com	100%

About Clarity Wealth Advisors

Clarity Wealth Advisors is dedicated to providing clients with an experience which enables them to reach and maintain financial independence. As an independent wealth advisory firm, we offer a holistic approach to investment management and financial planning. We strive to educate our clients on an ongoing basis and to ensure that there is always clarity between their goals and the steps to achieve them.

Clarity Wealth Advisors revenue & valuation

Annual revenue	$684,440
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$2,200,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

C-Suite

Director

Employees by Department

Clarity Wealth Advisors has 4 employees across 3 departments.

Departments

Number of employees

Funding Data

Clarity Wealth Advisors has never raised funding before.

Clarity Wealth Advisors Tech Stack

Discover the technologies and tools that power Clarity Wealth Advisors's digital infrastructure, from frameworks to analytics platforms.

Adobe Fonts

Font scripts

Modernizr

JavaScript libraries

Lodash

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reCAPTCHA

Security

Squarespace Commerce

Ecommerce

GoDaddy

Hosting

HSTS

Security

Open Graph

Miscellaneous

core-js

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lit-element

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YUI

JavaScript libraries

Google Maps

Maps

Frequently asked questions

Clarity Wealth Advisors is located in San Jose, California, US.

You can reach Clarity Wealth Advisors at +14085603220.

Clarity Wealth Advisors was founded in 2011, making it 15 years old. The company has established itself as a significant player in its industry over this time.

Clarity Wealth Advisors has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Clarity Wealth Advisors

Jordan Cohne

Founder, Managing Partner, Financial Planner

Megan O'Neal

Director Of Operations

Milind Dalal

Managing Director

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