Active
CLARITI WEALTH ADVISORS
Investment Advice|WILMINGTON, DE
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$622.2M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 500.9M |
| Non-Discretionary | 121.3M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 104804 |
| SEC Number | 801-18338 |
| Street Address | 2710 CENTERVILLE ROAD |
| Street Address 2 | SUITE 201 |
| Location | WILMINGTON, DE 19808-1644 |
| Country | United States |
| Phone | 302-994-4444 |
| Fax | 302-994-4443 |
| Total Employees | 10 |
Client Count by Type (244 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 185 |
| Individuals (other than H… | 44 |
| Other | 13 |
| Corporations/Businesses | 2 |
Community Partners
CITY OF DELAWARE CITY
CITY OF NEWARK
CITY OF NEW CASTLE
CITY OF WILMINGTON
COUNTY OF NEW CASTLE
TOWN OF BELLEFONTE
TOWN OF ELSMERE
TOWN OF MIDDLETOWN
TOWN OF NEWPORT
TOWN OF ODESSA
TOWN OF TOWNSEND
VILLAGE OF ARDEN
VILLAGE OF ARDENCROFT
VILLAGE OF ARDENTOWN
CITY OF DELAWARE CITY
CITY OF NEWARK
CITY OF NEW CASTLE
CITY OF WILMINGTON
COUNTY OF NEW CASTLE
TOWN OF BELLEFONTE
TOWN OF ELSMERE
TOWN OF MIDDLETOWN
TOWN OF NEWPORT
TOWN OF ODESSA
TOWN OF TOWNSEND
VILLAGE OF ARDEN
VILLAGE OF ARDENCROFT
VILLAGE OF ARDENTOWN
CITY OF DELAWARE CITY
CITY OF NEWARK
CITY OF NEW CASTLE
CITY OF WILMINGTON
COUNTY OF NEW CASTLE
TOWN OF BELLEFONTE
TOWN OF ELSMERE
TOWN OF MIDDLETOWN
TOWN OF NEWPORT
TOWN OF ODESSA
TOWN OF TOWNSEND
VILLAGE OF ARDEN
VILLAGE OF ARDENCROFT
VILLAGE OF ARDENTOWN
Municipal Government
14 Active
14
Organizations
ALBAN PARK III TAX DITCH D020
ALBAN PARK II TAX DITCH D014
ALBAN PARK IV TAX DITCH D023
ALBAN PARK TAX DITCH D005
BLACKBIRD LANDING TAX DITCH D017
BRENNAN BERRY TAX DITCH D010
COUNTRYSIDE FARMS TAX DITCH D011
DAVIDS CORNER TAX DITCH D025
DEATS TAX DITCH D019
DELAWARE CITY COMMUNITY PARK DISTRICT
DELAWARE CITY PUBLIC LIBRARY
DELAWARE RIVER AND BAY AUTHORITY
DIXON TAX DITCH D007
DRAWYERS BRANCH TAX DITCH D001
GREENFIELD TAX DITCH D002
GUTHRIE TAX DITCH D006
HERRING BRANCH TAX DITCH D021
HICKMAN ROAD TAX DITCH D013
JEFFERSON FARMS TAX DITCH D008
MASSEY CHURCH TAX DITCH D026
ALBAN PARK III TAX DITCH D020
ALBAN PARK II TAX DITCH D014
ALBAN PARK IV TAX DITCH D023
ALBAN PARK TAX DITCH D005
BLACKBIRD LANDING TAX DITCH D017
BRENNAN BERRY TAX DITCH D010
COUNTRYSIDE FARMS TAX DITCH D011
DAVIDS CORNER TAX DITCH D025
DEATS TAX DITCH D019
DELAWARE CITY COMMUNITY PARK DISTRICT
DELAWARE CITY PUBLIC LIBRARY
DELAWARE RIVER AND BAY AUTHORITY
DIXON TAX DITCH D007
DRAWYERS BRANCH TAX DITCH D001
GREENFIELD TAX DITCH D002
GUTHRIE TAX DITCH D006
HERRING BRANCH TAX DITCH D021
HICKMAN ROAD TAX DITCH D013
JEFFERSON FARMS TAX DITCH D008
MASSEY CHURCH TAX DITCH D026
ALBAN PARK III TAX DITCH D020
ALBAN PARK II TAX DITCH D014
ALBAN PARK IV TAX DITCH D023
ALBAN PARK TAX DITCH D005
BLACKBIRD LANDING TAX DITCH D017
BRENNAN BERRY TAX DITCH D010
COUNTRYSIDE FARMS TAX DITCH D011
DAVIDS CORNER TAX DITCH D025
DEATS TAX DITCH D019
DELAWARE CITY COMMUNITY PARK DISTRICT
DELAWARE CITY PUBLIC LIBRARY
DELAWARE RIVER AND BAY AUTHORITY
DIXON TAX DITCH D007
DRAWYERS BRANCH TAX DITCH D001
GREENFIELD TAX DITCH D002
GUTHRIE TAX DITCH D006
HERRING BRANCH TAX DITCH D021
HICKMAN ROAD TAX DITCH D013
JEFFERSON FARMS TAX DITCH D008
MASSEY CHURCH TAX DITCH D026
Special District
35 Active
35
Organizations
ACADEMIA ANTONIA ALONSO CHARTER SCHOOL
APPOQUINIMINK SCHOOL DISTRICT
BRANDYWINE SCHOOL DISTRICT
CHRISTIANA SCHOOL DISTRICT
COLONIAL SCHOOL DISTRICT
EASTSIDE CHARTER SCHOOL OF WILMINGTON INC
NEWARK CHARTER SCHOOL
NEW CASTLE COUNTY VOCATIONAL-TECHNICAL SCHOOL DISTRICT
NJROTC
REDCLAY CONSOLIDATED SCHOOL DISTRICT
ACADEMIA ANTONIA ALONSO CHARTER SCHOOL
APPOQUINIMINK SCHOOL DISTRICT
BRANDYWINE SCHOOL DISTRICT
CHRISTIANA SCHOOL DISTRICT
COLONIAL SCHOOL DISTRICT
EASTSIDE CHARTER SCHOOL OF WILMINGTON INC
NEWARK CHARTER SCHOOL
NEW CASTLE COUNTY VOCATIONAL-TECHNICAL SCHOOL DISTRICT
NJROTC
REDCLAY CONSOLIDATED SCHOOL DISTRICT
ACADEMIA ANTONIA ALONSO CHARTER SCHOOL
APPOQUINIMINK SCHOOL DISTRICT
BRANDYWINE SCHOOL DISTRICT
CHRISTIANA SCHOOL DISTRICT
COLONIAL SCHOOL DISTRICT
EASTSIDE CHARTER SCHOOL OF WILMINGTON INC
NEWARK CHARTER SCHOOL
NEW CASTLE COUNTY VOCATIONAL-TECHNICAL SCHOOL DISTRICT
NJROTC
REDCLAY CONSOLIDATED SCHOOL DISTRICT
School District
10 Active
10
Organizations
10-7 CIGAR CLUB
10 NEWARK CHAPTER
1218 Foundation
135 DELAWARE FAMILIES CHAPTER
150 MADISON LANE PRESERVATION FUND
1776 NATION INC
18220 Fund
1SP1970 INC
1ST DELAWARE REGIMENT
1 TOUCH MINISTRIES
2017 GOVERNOR'S INAUGURATION FUND
2-4-3 Foundation
2nd Chance Promise Program
2ND CHANCE PROMISE PROGRAM INCORPORATED
2 X 4 SQUARE DANCE CLUB
302 CREW COMMUNITY INC
302 Elite Athletes
302 PHALANX FOUNDATION INC
321FOUNDATION INC
346 Foundation
10-7 CIGAR CLUB
10 NEWARK CHAPTER
1218 Foundation
135 DELAWARE FAMILIES CHAPTER
150 MADISON LANE PRESERVATION FUND
1776 NATION INC
18220 Fund
1SP1970 INC
1ST DELAWARE REGIMENT
1 TOUCH MINISTRIES
2017 GOVERNOR'S INAUGURATION FUND
2-4-3 Foundation
2nd Chance Promise Program
2ND CHANCE PROMISE PROGRAM INCORPORATED
2 X 4 SQUARE DANCE CLUB
302 CREW COMMUNITY INC
302 Elite Athletes
302 PHALANX FOUNDATION INC
321FOUNDATION INC
346 Foundation
10-7 CIGAR CLUB
10 NEWARK CHAPTER
1218 Foundation
135 DELAWARE FAMILIES CHAPTER
150 MADISON LANE PRESERVATION FUND
1776 NATION INC
18220 Fund
1SP1970 INC
1ST DELAWARE REGIMENT
1 TOUCH MINISTRIES
2017 GOVERNOR'S INAUGURATION FUND
2-4-3 Foundation
2nd Chance Promise Program
2ND CHANCE PROMISE PROGRAM INCORPORATED
2 X 4 SQUARE DANCE CLUB
302 CREW COMMUNITY INC
302 Elite Athletes
302 PHALANX FOUNDATION INC
321FOUNDATION INC
346 Foundation
Nonprofit Organization
7003 Active
7003
Organizations
Community Partners109 organizations
CITY OF DELAWARE CITY
Municipal Government·DELAWARE CITY
CITY OF NEWARK
Municipal Government·NEWARK
CITY OF WILMINGTON
Municipal Government·WILMINGTON
COUNTY OF NEW CASTLE
Municipal Government·NEW CASTLE
TOWN OF BELLEFONTE
Municipal Government·WILMINGTON
VILLAGE OF ARDENCROFT
Municipal Government·ARDEN
ALBAN PARK III TAX DITCH D020
Special District·GEORGETOWN
ALBAN PARK II TAX DITCH D014
Special District·GEORGETOWN
ALBAN PARK IV TAX DITCH D023
Special District·GEORGETOWN
ALBAN PARK TAX DITCH D005
Special District·WILMINGTON
BLACKBIRD LANDING TAX DITCH D017
Special District·GEORGETOWN
BRENNAN BERRY TAX DITCH D010
Special District·GEORGETOWN
COUNTRYSIDE FARMS TAX DITCH D011
Special District·BEAR
DAVIDS CORNER TAX DITCH D025
Special District·TOWNSEND
DEATS TAX DITCH D019
Special District·MIDDLETOWN
DELAWARE CITY COMMUNITY PARK DISTRICT
Special District·DELAWARE CITY
DIXON TAX DITCH D007
Special District·GEORGETOWN
DRAWYERS BRANCH TAX DITCH D001
Special District·GEORGETOWN
GREENFIELD TAX DITCH D002
Special District·GEORGETOWN
GUTHRIE TAX DITCH D006
Special District·GEORGETOWN
HERRING BRANCH TAX DITCH D021
Special District·GEORGETOWN
HICKMAN ROAD TAX DITCH D013
Special District·GEORGETOWN
JEFFERSON FARMS TAX DITCH D008
Special District·GEORGETOWN
MASSEY CHURCH TAX DITCH D026
Special District·GEORGETOWN
MUNICIPAL SERVICES COMMISSION
Special District·HISTORIC NEW CASTLE
NEW CASTLE CONSERVATION DISTRICT
Special District·NEWARK
NEW DISCOVERY EAST TAX DITCH D018
Special District·GEORGETOWN
NEW DISCOVERY WEST TAX DITCH D012
Special District·GEORGETOWN
PENCADER TAX DITCH D016
Special District·GEORGETOWN
SALEM VILLAGE TAX DITCH D004
Special District·GEORGETOWN
SANDOM BRANCH TAX DITCH D022
Special District·GERORGETOWN
SMYRNA LANDING I TAX DITCH D024
Special District·SMYRNA
SOUTHEAST TOWNSEND TAX DITCH D015
Special District·GEORGETOWN
WIGGINS MILL TAX DITCH D009
Special District·GEORGETOWN
WOODS ROAD TAX DITCH D003
Special District·BEAR
ACADEMIA ANTONIA ALONSO CHARTER SCHOOL
School District·NEWARK
COLONIAL SCHOOL DISTRICT
School District·NEW CASTLE
EASTSIDE CHARTER SCHOOL OF WILMINGTON INC
School District·WILMINGTON
NEWARK CHARTER SCHOOL
School District·NEWARK
NJROTC
School District·WILMINGTON
10-7 CIGAR CLUB
Nonprofit Organization·Townsend
10 NEWARK CHAPTER
Nonprofit Organization·Newark
1218 Foundation
Nonprofit Organization·Wilmington
135 DELAWARE FAMILIES CHAPTER
Nonprofit Organization·WILMINGTON
150 MADISON LANE PRESERVATION FUND
Nonprofit Organization·WILMINGTON
1776 NATION INC
Nonprofit Organization·Wilmington
18220 Fund
Nonprofit Organization·Wilmington
1SP1970 INC
Nonprofit Organization·BEAR
1ST DELAWARE REGIMENT
Nonprofit Organization·Newark
1 TOUCH MINISTRIES
Nonprofit Organization·NEWARK
2017 GOVERNOR'S INAUGURATION FUND
Nonprofit Organization·NEW CASTLE
2-4-3 Foundation
Nonprofit Organization·Wilmington
2nd Chance Promise Program
Nonprofit Organization·New Castle
2ND CHANCE PROMISE PROGRAM INCORPORATED
Nonprofit Organization·WILMINGTON
2 X 4 SQUARE DANCE CLUB
Nonprofit Organization·Wilmington
302 CREW COMMUNITY INC
Nonprofit Organization·Newark
302 Elite Athletes
Nonprofit Organization·Bear
302 PHALANX FOUNDATION INC
Nonprofit Organization·WILMINGTON
321FOUNDATION INC
Nonprofit Organization·BEAR
346 Foundation
Nonprofit Organization·Wilmington
3518430 TOASTMASTERS WITH AUTHORITY
Nonprofit Organization·New Castle
3B BRAES BROWN BAG FOUNDATION
Nonprofit Organization·Bear
419 Foundation
Nonprofit Organization·Wilmington
436110 DELAWARE
Nonprofit Organization·Newark
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·WILMINGTON
4 Legs Foundation
Nonprofit Organization·Wilmington
4 PAWS FOR LIFE INC
Nonprofit Organization·Wilmington
4S Family Foundation
Nonprofit Organization·Wilmington
4SIGHT DELAWARE LLC
Nonprofit Organization·Middletown
4TH FOOD REVOLUTION FOUNDATION
Nonprofit Organization·WILMINGTON
4YOUTH PRODUCTIONS INC
Nonprofit Organization·WILMINGTON
50 CLUB OF DELAWARE INC
Nonprofit Organization·Middletown
57 HUNDRED GROUP INCORPORATED
Nonprofit Organization·MIDDLETOWN
5Rivers Foundation
Nonprofit Organization·Wilmington
5TH VEDAS INC
Nonprofit Organization·NEWARK
721 FOUNDATION
Nonprofit Organization·NEW CASTLE
7-Eleven Cares Foundation
Nonprofit Organization·Wilmington
849 Foundation
Nonprofit Organization·Wilmington
911 JUSTICE INC
Nonprofit Organization·Wilmington
98 OCTANE - HEROES HEALTH IMPACT INITIATIVE CORPORATION
Nonprofit Organization·Wilmington
AA HEALTH INC
Nonprofit Organization·Bear
Aaron and Patricia Blumberg Foundation
Nonprofit Organization·Wilmington
Aaron Rodgers Foundation
Nonprofit Organization·Wilmington
AAUW WILMINGTON DE SCHOLARSHIP
Nonprofit Organization·WILMINGTON
ABBAS SAFE HAVEN
Nonprofit Organization·NEW CASTLE
Abba's Storehouse Foundation
Nonprofit Organization·Wilmington
ABBOT MARY CHARITY FOUNDATION INC
Nonprofit Organization·Middletown
ABC PARENTING INSTITUTE
Nonprofit Organization·NEWARK
ABE AND ESTHER MANASTER - DR CHALES H SOLOM
Nonprofit Organization·WILMINGTON
A BETTER CHANCE FOR OUR CHILDREN
Nonprofit Organization·WILMINGTON