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Clear Wealth Management
CLEAR WEALTH MANAGEMENT is an SEC-registered investment adviser with $102 million in regulatory assets under management. The firm has 2 employees and 2...
Clear Wealth Management
CLEAR WEALTH MANAGEMENT is an SEC-registered investment adviser with $102 million in regulatory assets under management. The firm has 2 employees and 2 investment advisers. It operates with a small team.
General information
Firm type
null
Location
Region
North America
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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