CLEARTREE ASSET MANAGEMENT, INC.

CLEARTREE ASSET MANAGEMENT, INC. of TAMPA, FL is an SEC-registered investment adviser (CRD 297415). Regulatory assets under management: $17.3M.

Registration

• CRD: 297415
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 297415 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search