CLEARWATER WEALTH MANAGEMENT

CLEARWATER WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 337831). Regulatory assets under management: $7.7M.

Registration

• CRD: 337831
• Type: Registered investment adviser
• Phone: 972-775-2710
• Latest filing: 2026-04-15
• Regulatory AUM: $7.7M
• Discretionary AUM: $7.7M
• Clients: 1
• Accounts: 18

Business model

Compensation: % of AUM.

Clients served: Individuals, 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 337831 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search