RIA Intel›Advisers›Arizona›CLEAR SKIES FINANCIAL LLC

CLEAR SKIES FINANCIAL LLC

Advisory

GILBERT, AZ

Data as of Mar 5, 2026 · Source: SEC Form ADV

Average account

$522K

across 46 accounts

AUM per adviser

$12M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 5, 2026.

Total AUM

$24M

Discretionary %

100%

Clients

46

Employees

2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$24M

Discretionary AUM$24M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients46

Team

Total Employees2

Investment Advisers2

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

46 clients

6 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in AZ

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

MAKKAR INC.

$24M

SUNRISE WEALTH MANAGEMENT, LLC

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$24M

RAYMOND JOHN MANAGEMENT LLC

$24M

SENSIBLE INVESTMENT STRATEGIES, LLC

$24M

FENGER FINANCIAL, PLLC

MESA, AZ

$25M

HEPBURN CAPITAL MANAGEMENT, LLC

PRESCOTT, AZ

$23M

-23.9% 1Y

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