Total Clarity Wealth Management, Inc
SEC RegisteredYou run your business. We'll handle the rest.
About the firm
Total Clarity Wealth Management, Inc. is a registered investment advisor that partners with business owners to navigate the exit planning process, identifying the wealth gap between personal wealth and business exit. The firm offers a holistic approach to planning that includes tax planning, risk assessment, investment management, and estate planning. Services are tailored to the unique needs of each client.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Business exit planning, business valuation estimates, retirement plans for business (401(k), Solo 401(k), SIMPLE IRAs), investment management, tax planning, risk assessment, estate planning, ISO grant management explanation, deferred compensation explanation, and business risk management.
Who they serve
Business owners
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 778 | $232M |
| High Net Worth Individuals | 254 | $523M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 1 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
7 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
22 advisors in the directory
Regulatory & compliance
Data as of March 16, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Total Clarity Wealth Management, Inc has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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