Clear Springs Wealth
Firm details
- Headquarters
- ,
- CRD number
- 322313
- Website
- www.clearspringswealth.com
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Clear Springs Wealth is an independent, individual-owned registered investment adviser organized as an LLC that focuses on serving individuals and families. The firm offers financial planning, discretionary portfolio management for individuals and small businesses, and runs educational seminars and workshops. Its fee approach is flexible: advisers charge a percentage of assets under management and may also bill hourly or use fixed fees for certain services. Clear Springs Wealth does not present itself as an ESG-focused manager, is not a multi-state adviser, and is not structured as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities85%
- Non-Exchange Traded Equities7%
- Public Funds/Mutual Funds7%
- Investment Grade Corp Bonds1%
Contacts
1 of 1
Lisa Clements
PresidentCRD 6935534
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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