# Cleary Wealth Management

Cleary Wealth Management is an Asset Manager based in Auckland, New Zealand.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Auckland, New Zealand
- **Region:** Oceania
- **Address:** Auckland, New Zealand
- **Founded:** 1983
- **Assets under management:** Undisclosed
- **Website:** cleary.co.nz
- **LinkedIn:** https://www.linkedin.com/company/cleary-wealth-management-ltd

## Regulatory record

- **Reports private funds:** No

## About

Cleary Wealth Management was established in 1983 as a New Zealand wealth manager. It serves high-net-worth individuals, trusts and family offices through semi-discretionary mandates. The firm executes client portfolios without disclosed commitments to particular asset classes or named holdings. No co-investors, fund vehicles or geographic allocations beyond New Zealand appear in available records. Team size, additional offices and adjacent structures remain undisclosed. No operational events from the last 24 months have been identified. Cleary Wealth Management functions as an independent wealth manager without evident ties to a single founding family or operating company.

## Questions

### Who runs investment decisions at Cleary Wealth Management?

No named principals or CIOs are disclosed in public sources.

### Does Cleary Wealth Management participate in fund commitments or only direct deals?

Available information states only that the firm makes semi-discretionary investments on behalf of clients.

## Related profiles

- [Clearwater Employees' Pension Fund](https://altss.com/profile/clearwater-employees-pension-fund)
- [Cleco Corporate Holdings LLC Pension Plan](https://altss.com/profile/cleco-corporate-holdings-llc-pension-plan)

---

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

Canonical page: https://altss.com/profile/cleary-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology