Clearwater Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$6,963,210
Total clients
8
50% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
8
Average account size
$870,401
About
Clearwater Wealth Management LLC provides discretionary asset management and related financial planning services to a small roster of clients, principally high‑net‑worth individuals, trusts, small businesses and estates; the firm reports managing roughly $6.96 million for eight clients. Financial planning is offered at no additional charge to asset management clients, and implementation of recommendations remains at the client’s discretion.
The firm employs a mix of fundamental and technical security analysis alongside Monte Carlo planning to build and monitor portfolios, and may incorporate mutual funds, ETFs, fixed‑income securities and options within client strategies. Clients typically grant the firm discretionary trading authority while retaining the ability to impose written investment restrictions, and accounts are custodied through Schwab for trade execution and reporting.
Distinctive aspects of the firm include its concentrated, small client base and an explicit focus on high‑net‑worth and institutional‑type clients rather than non‑high‑net‑worth retail individuals. The firm’s principal holds CFP certification and an MBA and discloses a separate outside business activity that occupies a substantial portion of his time, a factor prospective clients may consider regarding advisor availability and oversight.
Client services
Expertise
Fee options
1.00% annually
Main office location
Clearwater Wealth Management
Midlothian TX, United States
Number of offices
1
Most active in
Texas
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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