RIA Intel›Advisers›Iowa›CLEARWEALTH

CLEARWEALTH

Advisory

IA

Data as of Feb 26, 2026 · Source: SEC Form ADV

Rank in IA

#148

of 154 advisers by AUM

Average account

$120K

across 369 accounts

AUM per adviser

$22M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 26, 2026.

Total AUM

$44M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$44M

Discretionary AUM$44M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients145

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIA, IL

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

145 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 IA

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

HJN ADVISORS, LLP

$45M

BUSBEE WEALTH ADVISORS LLC

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$44M

GREENSTONE WEALTH MANAGEMENT, LLC

FOREST CITY, IA

$44M

SUCCESSFUL RESOURCE MANAGEMENT, LLC

$43M

HART WEALTH MANAGEMENT LLC

WEST DES MOINES, IA

$46M

UNCOMMON WEALTH PARTNERS, LLC

$47M

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