Clear Wealth Management

Clear Wealth Management (CRD# 289532) is a financial advisory firm headquartered in , . They manage $77,150,000 in 348 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
http://www.clearwealthmgmt.com
By the Numbers
  • Total Assets Under Management
    77
    MILLION
  • Total Number of Accounts
    348
    ACCOUNTS
  • Average Account Value
    $221,695
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY, TX, WA

Financial Advisors at Clear Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Christopher Teofilak, financial advisor Lynnwood WA
Christopher S. Teofilak
CRD#: 5042836
Lynnwood, WA

Christopher Teofilak (CRD# 5042836) is an Investment Advisor Representative working at Clear Wealth Management in Lynnwood, WA and has over 17 years of experience in the finance industry.

2
Matthew Wilkinson, financial advisor North Tonawanda NY
Matthew J. Wilkinson
CRD#: 4669264
North Tonawanda, NY

Matthew Wilkinson (CRD# 4669264) is an Investment Advisor Representative working at Clear Wealth Management in North Tonawanda, NY and has over 20 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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