Clearwater Wealth Management

Overview

Clearwater Wealth Management is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients, and it also provides portfolio management for small businesses. Its client engagement model is fee-based, charging a percentage of assets under management. Clearwater offers financial planning and discretionary portfolio management but does not present itself as a multi-state adviser, a capital allocator, or an active ESG investor based on the available filing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices