CLEARWEALTH

CLEARWEALTH is an SEC-registered investment adviser (CRD 299759). Regulatory assets under management: $44.3M.

Registration

• CRD: 299759
• Type: Registered investment adviser
• Phone: (319) 572-0581
• Latest filing: 2026-02-26
• Regulatory AUM: $44.3M
• Discretionary AUM: $44.3M
• Clients: 2
• Accounts: 369

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 299759 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search