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CLEAR WEALTH MANAGEMENT

CLEAR WEALTH MANAGEMENT, LLC

CRD 289532

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$101.8M

Discretionary AUM

$101.8M

Team

2 total employees; 2 advisory reps

Clients

51-100

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-12

Disciplinary history

No

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Services

Financial planningPortfolio management (individuals)Educational seminars

Client types

TypeClientsAUM
Individuals101$35.4M
High net worth individuals31$66.4M

All web addresses on file

Official SEC filing: View on IAPD