CLEAR WAVE WEALTH MANAGEMENT, LLC

Overview

Clear Wave Wealth Management, LLC is an independent registered investment adviser that focuses on individualized financial planning and portfolio management for individuals and small businesses. The firm operates as a capital allocator and combines discretionary portfolio oversight with selection of outside managers when appropriate. Its service mix includes financial planning, ongoing investment management, and educational workshops, and the business also conducts insurance brokerage and accounting activities that feed into its wealth-management advice. The firm appears equity-focused, favoring liquid, exchange-traded instruments as the core of client portfolios while layering in tailored solutions and third‑party manager access where client objectives call for it.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices