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Clear Creek Financial Management
Clear Creek Financial Management was established in 2014 as a Washington-based registered investment advisor. The firm supplies wealth management advisory...
Clear Creek Financial Management
Clear Creek Financial Management was established in 2014 as a Washington-based registered investment advisor. The firm supplies wealth management advisory services that encompass asset allocation, ongoing portfolio supervision, and financial planning for a client base that includes individuals, high-net-worth households, trusts, and operating businesses. The firm executes through direct advisory mandates. Services center on asset management and portfolio construction without disclosed commitments to private funds, co-investments, or external manager selection programs. Geographic activity remains concentrated in the United States with no reported international mandates or regional offices. No public data exist on team size, additional locations, or vehicles launched in the past twenty-four months. The absence of named principals, AUM figures, or transaction records limits further operational mapping. Governance follows standard RIA registration requirements with no disclosed family-office affiliation, succession vehicle, or hybrid structure.
General information
Firm type
Wealth Manager
Year founded
2014
Location
Region
North America
Country
United States
City
Silverdale
Corporate office
Silverdale, WA, United States
Sector focus
Frequently asked questions
Who runs investment decisions at Clear Creek Financial Management?
No named principals or CIO appear in public records. Investment decisions rest with the firm’s registered advisors under standard RIA oversight.
Does Clear Creek Financial Management participate in fund commitments or only direct deals?
Public materials describe only advisory mandates. No fund commitments, SPVs, or co-investments are disclosed.
What investment stages does Clear Creek Financial Management typically target?
The firm focuses on portfolio management for existing client assets. No stage-specific mandates such as venture or private equity are stated.
Where does the underlying wealth come from?
Wealth origin is not disclosed. Clients are described generically as individuals, high-net-worth persons, trusts, and businesses.
How is Clear Creek Financial Management structured relative to family offices?
The firm operates as an independent RIA without disclosed family-office or multi-family-office affiliation.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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