Clear Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$101,785,000
Total clients
132
23% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
66
Average account size
$771,098
About
Clear Wealth Management provides discretionary investment management to individuals, high-net-worth clients, and small businesses, and it also offers consulting services for employer retirement plans such as 401(k) and profit-sharing plans. The firm reports managing roughly $101.8 million for about 132 clients and delivers ongoing portfolio oversight and periodic financial-plan reviews.
Its investment approach combines fundamental analysis with active management, core-plus-satellite construction, and elements of modern portfolio theory, favoring globally diversified, tax-efficient, low-cost mutual funds and ETFs while incorporating individual stocks and bonds when appropriate. Portfolios are managed on a discretionary basis with at least quarterly reviews, and the firm produces its own quarterly performance reports using time-weighted and internal rate of return methods.
Noteworthy aspects relative to peers include a defined practice of retirement-plan consulting that covers mutual fund menu development and quarterly monitoring, along with the firm’s offering of educational seminars or workshops. The firm routes client custody through a single recommended provider and discloses receipt of support services from that custodian; it does not vote client proxies, leaving voting decisions to clients.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% annually $1,000,001+: 0.50% annually
$250 per hour for consulting services
Main office location
Clear Wealth Management
Lynnwood WA, United States
Number of offices
2
Most active in
New York · Texas · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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