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CLEAR HARBOR WEALTH MANAGEMENT
CLEAR HARBOR WEALTH MANAGEMENT LLC
CRD 311114
543 HARBOR BLVD, STE 501, DESTIN, FL, 32541, United States
Phone
(850) 687-3384
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$69.7M
Discretionary AUM
$68.3M
Team
2 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-04-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 74 | $23.7M |
| High net worth individuals | 19 | $45.5M |
| Pooled investment vehicles | 1 | $454K |
All web addresses on file
Official SEC filing: View on IAPD