CLEAR NET WORTH, L.L.C.

Overview

Clear Net Worth, L.L.C. is a small, privately held wealth advisory firm organized as a limited liability company that provides portfolio management for individuals and small businesses. The firm runs a fee model based on a percentage of assets under management and focuses its client work on individualized discretionary portfolios. Clear Net Worth leans heavily toward public equities as its primary allocation preference, and it maintains an affiliation network that includes a law firm and a real estate broker, which informs its access to real estate deal flow and legal/transactional support. Investment activity centers on customized managed accounts rather than broad institutional mandates. The firm is not positioned as an ESG specialist, is not registered as a multistate adviser, and does not identify as a pension consultant or related adviser. Given its owner-type and classification, decision-making and portfolio construction are likely centralized and hands-on.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices