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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...

Overview

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

Wealth Management

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.

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