RIA Intel›Advisers›Washington›CLEAR WEALTH MANAGEMENT, LLC

CLEAR WEALTH MANAGEMENT, LLC

Advisory

WA

Data as of Mar 12, 2026 · Source: SEC Form ADV

Rank in WA

#400

of 505 advisers by AUM

Average account

$292K

across 348 accounts

AUM per adviser

$51M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 12, 2026.

Total AUM

$102M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$102M

Discretionary AUM$102M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients132

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNY, TX, WA

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

132 clients

31 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 WA

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

FAIRE CAPITAL GROUP, LLC

$102M

MACLACHLAN WEALTH MANAGEMENT, LLC

$102M

FREESTONE ADVISORS, LLC

$102M

SOUND LEGACY WEALTH ADVISORS, LLC

$102M

CAPITAL INVESTMENT SERVICES, LLC

$101M

GOLDBLOOM WEALTH MANAGEMENT LLC

MERCER ISLAND, WA

$101M

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