Clearwater Advisors, LLC
Clearwater Advisors, LLC (CRD# 116865) is a financial advisory firm headquartered in Boise, ID. They manage $4,009,666,146 in 69 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management4,010MILLION
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Total Number of Accounts69ACCOUNTS
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Average Account Value$58,111,104
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other

CA, ID, WA
Daniel Bates (CRD# 6531599) is an Investment Advisor Representative working at Clearwater Advisors, LLC in Boise, ID and has over 4 years of experience in the finance industry.
Christopher Brechbuhler (CRD# 2857500) is an Investment Advisor Representative working at Clearwater Advisors, LLC in Boise, ID and has over 22 years of experience in the finance industry.
Rhet Hulbert (CRD# 5186437) is an Investment Advisor Representative working at Clearwater Advisors, LLC in Boise, ID and has over 15 years of experience in the finance industry.
Richard Lin (CRD# 6413468) is an Investment Advisor Representative working at Clearwater Advisors, LLC in Boise, ID and has 1 year of experience in the finance industry.
Brandon Beall (CRD# 5061633) is an Investment Advisor Representative working at Clearwater Advisors, LLC in Boise, ID and has over 8 years of experience in the finance industry.
Dennis Klimes (CRD# 2270322) is an Investment Advisor Representative working at Clearwater Advisors, LLC in Kirkland, WA and has over 28 years of experience in the finance industry.