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CLEARWAVE CAPITAL
CLEARWAVE CAPITAL, LLC
CRD 337738 · SEC 801-134103
1425 WEST FOOTHILL BLVD, SUITE 120, UPLAND, CA, 91786, United States
Phone
909-949-9446
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$359.2M
Discretionary AUM
$327.3M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 233 | $68.8M |
| High net worth individuals | 72 | $233.3M |
| Corporations/business entities | 9 | $57.1M |
States served
AZ, CA, TX
All web addresses on file
Official SEC filing: View on IAPD