Clearwealth

Overview

Clearwealth is an independent registered investment adviser organized as a limited liability company that serves individual and family clients. The firm operates as a capital allocator and offers a mix of financial planning, portfolio management for individuals and small businesses, and manager selection services. Fee arrangements include a percentage of assets under management, hourly charges and fixed fees. Clearwealth shows a clear preference for equity allocation—most client portfolios are built around exchange-traded equities—and it does not position itself as an active ESG investor. As a manager that selects other advisers, Clearwealth can implement strategies through third‑party managers or wrap those capabilities into client portfolios. Custody and trading flow are routed through Charles Schwab & Co., Inc., which holds the firm’s reported assets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices