Clearwealth

ClearWealth, LLC is a state-registered investment adviser that provides portfolio management and financial planning to individual clients. The firm reports roughly $31.0 million in discretionary assets under management across two advisors and about 129 client relationships, and offers continuous investment advice, comprehensive financial planning, and referrals to third‑party managers.

The firm primarily implements passive investment management using index mutual funds and ETFs, while also employing fundamental, technical, cyclical and charting analysis as part of its investment process and offering discretionary model portfolios through a technology-based provider (XY Investment Solutions) and other outside managers. Client relationships are governed by individualized investment policy statements, with the firm generally exercising investment discretion and conducting regular (quarterly) account reviews.

Compared with peers, ClearWealth is characterized by a small two‑advisor team managing a relatively large number of modest‑size individual accounts rather than a high‑net‑worth client base, which is less common in this peer group. It also combines subscription-style and fixed-fee planning options with outsourced model management and participation on an institutional custodial platform—features that may be atypical for firms of its size.