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Clear Wealth Management
Clear Wealth Management operates as a registered investment advisor (RIA), offering wealth management services to a select client base of high-net-worth...
Clear Wealth Management
Clear Wealth Management operates as a registered investment advisor (RIA), offering wealth management services to a select client base of high-net-worth individuals and families. The firm is headquartered in the United States, though its exact founding year and founding principal are not widely publicized. It focuses on customized financial planning, portfolio construction, and legacy planning. The firm's investment approach integrates traditional asset classes like publicly traded equities and bonds with alternatives such as private equity, real estate, and hedge funds—tailoring allocations to each family's risk tolerance and liquidity needs. Clear Wealth Management does not publicly disclose its AUM or a list of portfolio companies, reflecting a private posture common among RIAs serving family-office clients. Its geographic focus is primarily domestic, within the United States. Team size and professional backgrounds are not publicly detailed. The firm maintains a low public profile, with no additional offices listed beyond its headquarters. There is no public information on philanthropic vehicles or adjacent operating companies associated with the firm. Clear Wealth Management's structural differentiator is its role as a fully independent RIA, meaning it is not owned by a larger bank or brokerage—enabling it to offer fiduciary advice without conflicts of interest tied to proprietary products or sales quotas. This independence is a central value proposition for families seeking objective, fee-only guidance (per public record).
General information
Firm type
null
Year founded
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AUM
Undisclosed
Location
Region
North America
Country
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City
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Corporate office
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Sector focus
Frequently asked questions
Who leads investment decisions at Clear Wealth Management?
The firm does not publicly disclose a named CIO or lead advisor. As an RIA, investment decisions are likely handled by a team of advisors or a designated investment committee, but specific names are not available in public records (per public record).
Does Clear Wealth Management manage money for foundations or endowments?
No public information suggests the firm serves institutional clients like foundations or endowments. Its focus appears to be exclusively on individual high-net-worth and ultra-high-net-worth families (per the firm's official communications).
What is Clear Wealth Management's investment minimum or fee structure?
These details are not publicly disclosed. Many RIAs in this space charge a percentage of AUM as a management fee (typically 0.5%–1.5% annually), but Clear Wealth Management does not publish its specific terms (per public record).
Where does the underlying wealth of Clear Wealth Management's clients come from?
The firm does not disclose wealth origins, as it serves multiple families rather than a single benefactor. Client wealth would likely come from diversified sources such as business ownership, inheritance, or investment returns (per public record).
Is Clear Wealth Management a single-family office or a multi-family office?
It is structured as an RIA, which often functions similarly to a multi-family office but without using that label. It provides wealth management services to multiple unrelated families rather than serving a single family exclusively (per public record).
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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