Sign in Sign up for free

Claritas Wealth Management, LLC (New City)


Claritas Wealth Management, LLC is a related adviser based in New City. It manages $110 million of regulatory assets for 250 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Connecticut and New York.




Claritas Wealth Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Claritas Wealth Management: assets under management

The assets under management (AUM) of Claritas Wealth Management, LLC is $110 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $70 million in discretionary accounts and $40 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $700 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $266.67 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Claritas Wealth Management, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New City

The principal office where Claritas Wealth Management, LLC performs its advisory services is located at 28 Snowdrop Drive, New City, NY 10956, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 914-879-3411 or by fax 973-325-7467. The normal business hours are 9am to 5pm on Monday - Friday.


Registered investment advisers similar to Claritas Wealth Management, LLC