# CLEAR HARBOR WEALTH MANAGEMENT

CLEAR HARBOR WEALTH MANAGEMENT of DESTIN, FL is an SEC-registered investment adviser.

## Registration

- CRD: 311114
- Type: SEC-registered investment adviser
- Location: 543 HARBOR BLVD, DESTIN, FL, 32541
- Phone: (850) 687-3384
- Latest filing: 2026-06-25
- Regulatory AUM: $69.7M
- Discretionary AUM: $68.3M
- Non-discretionary AUM: $1.4M
- Clients: 3
- Accounts: 238

## Business model

- Compensation: % of AUM, Hourly, Performance
- Clients served: Individuals, High net worth, Charities, Investment cos

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/311114/brochure
- Similar advisers: https://search.stillhousedata.com/firm/311114/similar
- Related entities: https://search.stillhousedata.com/firm/311114/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/311114

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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.