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Clearwater Wealth Management
CLEARWATER WEALTH MANAGEMENT is a state-registered investment adviser with $8 million in regulatory assets under management. The firm has 1 employee and 1...
Overview
CLEARWATER WEALTH MANAGEMENT is a state-registered investment adviser with $8 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.
General information
Firm type
Multi Family Office
Sector focus
Frequently asked questions
Who runs investment decisions at Clearwater Wealth Management?
Clearwater Wealth Management does not publicly name its investment committee members or CIO. The firm's website and regulatory filings do not identify named operators making portfolio decisions. This lack of disclosure is common among smaller RIAs and multi-family offices that serve private clients.
How does Clearwater source investment opportunities?
The firm accesses external investment managers and funds for alternative strategies. Direct deal flow is not a known part of its model. Portfolio construction is driven by asset allocation and manager selection rather than proprietary origination (public record).
Does Clearwater participate in fund commitments or only direct deals?
Clearwater uses fund commitments and separately managed accounts. It does not operate a direct investment GP platform. The firm places client capital with external managers across equities, fixed income, and alternative assets rather than making direct company investments (inferred from its RIA registration).
What investment stages does Clearwater typically target?
Clearwater focuses on established asset classes — public equities, fixed income, and liquid alternative investments. It does not target venture capital or growth equity stages directly. The firm's exposure to private markets is through external fund vehicles, not direct-stage targeting.
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