CLEAR WEALTH MANAGEMENT

CLEAR WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 289532). Regulatory assets under management: $101.8M.

Registration

• CRD: 289532
• Type: Registered investment adviser
• Phone: (206) 499-3556
• Latest filing: 2026-03-12
• Regulatory AUM: $101.8M
• Discretionary AUM: $101.8M
• Clients: 2
• Accounts: 348

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 289532 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search