# CLEAR CREEK FINANCIAL MANAGEMENT, LLC

CLEAR CREEK FINANCIAL MANAGEMENT, LLC of SILVERDALE, WA is an SEC-registered investment adviser.

## Registration

- CRD: 170602
- Type: SEC-registered investment adviser
- SEC file number: 801-111778
- Location: 9361 BAYSHORE DRIVE NW, SILVERDALE, WA, 98383
- Phone: (360) 308-8239
- Latest filing: 2026-03-26
- Regulatory AUM: $1.9B
- Discretionary AUM: $1.9B
- Non-discretionary AUM: $4.9M
- Clients: 91
- Accounts: 9,428

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities, Corporations

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Warren James | MANAGING MEMBER | Chicago, IL |
| Benjamin James Warren | MANAGING MEMBER | — |
| Brian Sumner Deely | MANAGING MEMBER | — |
| Joseph John Gates | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| Jason Nicholas Kelley | MANAGING MEMBER | — |
| GATES RICHARD JOHN | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| DEELY BRIAN SUMNER | MANAGING MEMBER | — |


## Disclosures (4)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2019-09-06 | regulatory | RESPONDENT WAS ALLEGED TO FAILED TO DISCLOSE TO HIS FIRM THE REQUESTED INFORMATION AND DOCUMENTS REGARDING THE SALES OF SECURITIES OF PROMISSORY NOTES ISSUED BY HIS WIFE'S COMPANY, AND FOR REPRESENTING TO HIS FIRM THAT HIS WIFE'S COMPANY DID NOT SELL SECURITIES WHEN THE COMPANY HAD ISSUED PROMISSORY… | Final | — |
| 2018-09-28 | regulatory | RESPONDENT EXERCISED UNAUTHORIZED DISCRETION IN BROKERAGE CLIENT ACCOUNTS. | Final | $6K |


## Branch offices (50)

_Showing 15 of 50 offices._

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| MERIDIAN | ID | 5 | 208-789-0888 |
| MERIDIAN | ID | 5 | 208-789-0888 |
| EAGLE | ID | 2 | 208-697-9232 |
| MERIDIAN | ID | 2 | 208-342-1670 |
| — | — | 2 | 360-698-6546 |
| MERIDIAN | ID | 2 | 208-795-5123 |
| TWIN FALLS | ID | 2 | 208-944-9244 |
| TWIN FALLS | ID | 2 | 208-944-9244 |
| MERIDIAN | ID | 2 | 208-342-1670 |
| — | — | 2 | 360-698-6546 |
| MERIDIAN | ID | 2 | 208-795-5123 |
| EAGLE | ID | 2 | 208-697-9232 |
| GRANITE BAY | CA | 1 | 916-781-2332 |
| — | — | 1 | 360-308-8239 X |
| SWARTZ CREEK | MI | 1 | 810-732-5752 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/170602/brochure
- Similar advisers: https://search.stillhousedata.com/firm/170602/similar
- Related entities: https://search.stillhousedata.com/firm/170602/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/170602

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.