# CLEARTREE ASSET MANAGEMENT, INC.

CLEARTREE ASSET MANAGEMENT, INC. of TAMPA, FL is an SEC-registered investment adviser.

## Registration

- CRD: 297415
- Type: SEC-registered investment adviser
- Location: 711 S. HOWARD AVENUE, TAMPA, FL, 33606
- Phone: (813) 540-2702
- Latest filing: 2026-03-30
- Regulatory AUM: $17.3M
- Discretionary AUM: $15.4M
- Non-discretionary AUM: $1.9M
- Clients: 1
- Accounts: 133

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/297415/brochure
- Similar advisers: https://search.stillhousedata.com/firm/297415/similar
- Related entities: https://search.stillhousedata.com/firm/297415/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/297415

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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.