CLEAR HARBOR WEALTH MANAGEMENT

CLEAR HARBOR WEALTH MANAGEMENT of DESTIN, FL is an SEC-registered investment adviser (CRD 311114). Regulatory assets under management: $69.7M.

Registration

• CRD: 311114
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 311114 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search