Clear Net Worth, L.L.C.

Clear Net Worth provides discretionary portfolio management and integrated financial planning to individual investors and to a smaller number of institutional or business clients, including trusts, LLCs, and closely held or family businesses. The firm manages diversified accounts across taxable and retirement account types and, as of March 2026, reported approximately $24.3 million in assets under management.

The firm’s investment process relies on fundamental analysis of individual securities and consideration of U.S. and global macroeconomic conditions to pursue income and long‑term appreciation, using instruments such as common and preferred stocks, bonds, ETFs, MLPs, publicly traded LLC interests, and certain options strategies for clients who expressly opt in. Portfolios are managed on a discretionary basis with attention to clients’ stated risk tolerances, tax considerations, and time horizons.

Distinctive features include affiliations with an on‑site law practice that provides estate and tax planning services and an affiliated real estate brokerage, as well as the firm’s involvement in a rental‑real‑estate LLC and a construction business; these non‑advisory activities and the acceptance of corporate/business accounts are less common among independent peers and can create overlapping time commitments and potential conflicts to be managed. The firm also directs brokerage to a selected custodian relationship that provides soft‑dollar research and technology benefits to the adviser, which the brochure notes can influence broker selection and trade execution.