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CLEAR WATERS FINANCIAL PLANNING LLC

Advisory

CO

Data as of May 20, 2026 · Source: SEC Form ADV

Average account
$273K
across 75 accounts
AUM per adviser
$20M
1 adviser

Source: SEC Form ADV. Figures as filed May 20, 2026.

Total AUM
$20M
Discretionary %
100%
Clients
37
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$20M
Discretionary AUM$20M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients37
Team
Total Employees2
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCO
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CO

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

BOULDER CANYON FINANCIAL PARTNERS, LLC
$20M
SPRINCZ ADVISORY GROUP, LLC
LITTLETON, CO
$20M
METIS, L.L.C.
LITTLETON, CO
$21M
-70.1% 1Y
BRICKSTER CAPITAL LLC
$21M
SEMROD CAPITAL LLC
$21M
JUPITER ASSET MANAGEMENT US LLC
DENVER, CO
$21M
+7.0% 1Y

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