Updated:
ClearLake Advisors
ClearLake Advisors is a wealth management firm based in Petaluma, US. It manages approximately $308 million in assets, primarily serving clients in North...
Overview
ClearLake Advisors is a wealth management firm based in Petaluma, US. It manages approximately $308 million in assets, primarily serving clients in North America.
General information
Firm type
Bank / Wealth / Trust
Year founded
2006
Location
Region
North America
Country
United States
City
Petaluma
Corporate office
Petaluma, CA, United States
Frequently asked questions
What distinguishes ClearLake Advisors from larger bank trust departments or wirehouse advisory platforms?
ClearLake Advisors operates as an independent, owner-operated RIA rather than a division of a larger financial institution — a structural difference that eliminates the product-distribution incentives and proprietary-product requirements common at broker-dealer affiliated firms. The firm's small-town Petaluma location, lean team structure, and focus on individually tailored portfolios differentiate it from model-allocation-based wealth management platforms. This posture prioritizes local relationship continuity and client-specific portfolio construction over institutional scale, brand distribution, and standardized investment models.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Need institutional-grade insight on asset managers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: