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CLEAR HARBOR WEALTH MANAGEMENT LLC

Advisory

DESTIN, FL

Data as of Aug 23, 2026 · Source: SEC Form ADV

Rank in FL
#1,476
of 2,610 advisers by AUM
Average account
$293K
across 238 accounts
AUM per adviser
$23M
3 advisers

Source: SEC Form ADV. Figures as filed Aug 23, 2026.

Total AUM
$70M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
3
Assets Under Management
Total AUM$70M
Discretionary AUM$68M
Non-Discretionary AUM$1M
Discretionary %98%
Total Clients94
Team
Total Employees3
Investment Advisers3
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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