RIA Intel›Advisers›Texas›CLEARWATER WEALTH MANAGEMENT LLC

CLEARWATER WEALTH MANAGEMENT LLC

Advisory

TX

Data as of Apr 15, 2026 · Source: SEC Form ADV

Rank in TX
#2,409
of 2,813 advisers by AUM
Average account
$428K
across 18 accounts
AUM per adviser
$8M
1 adviser

Source: SEC Form ADV. Figures as filed Apr 15, 2026.

Total AUM
$8M
Discretionary %
100%
Clients
8
Employees
1

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$8M
Discretionary AUM$8M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients8
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InTX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TX

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

EZ WEALTH GROUP INC.
$8M
MAVERICK PRIVATE WEALTH LLC
$8M
EVOLUTION CAPITAL ADVISORS, L.L.C.
THE WOODLANDS, TX
$8M
-74.5% 1Y
SOPHRONIA WEALTH ADVISORS, INC.
EL PASO, TX
$8M
BLSH WEALTH MANAGEMENT LLC
$8M
CARTER, JR. JOE LOUIS
$8M

Get the full picture on CLEARWATER WEALTH MANAGEMENT LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track CLEARWATER WEALTH MANAGEMENT LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans