# Clear Harbor Wealth Management

Clear Harbor Wealth Management is a Bank / Wealth / Trust based in Destin, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Destin, United States
- **Region:** North America
- **Address:** Destin, United States
- **Founded:** 2008
- **Assets under management:** Undisclosed
- **Website:** clearharborwealth.com
- **LinkedIn:** https://www.linkedin.com/company/clear-harbor-wealth-management

## Regulatory record

- **CRD number:** 311114
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/311114

## About

Clear Harbor Wealth Management was founded in 2008 in Destin, Florida. It functions as a registered investment adviser focused on advisory services. The firm offers portfolio management and financial planning. No specific asset-class allocations, named holdings, or geographic deployment details appear in available records. Team size, additional offices, and adjacent vehicles remain undisclosed. No operational events from the last 24 months are documented. The firm follows a conventional RIA model without disclosed hybrid structures or succession details.

## Questions

### What services does Clear Harbor Wealth Management provide?

The firm provides investment advisory services including portfolio management and financial planning to individuals and high-net-worth clients.

### Where is Clear Harbor Wealth Management based?

The firm is based in Destin, Florida.

## Related profiles

- [Clear Future](https://altss.com/profile/clear-future)

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Last updated: 2026-06-03T20:00:00.000Z

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