Clearwater Wealth Management LLC

Clearwater Wealth Management LLC (CRD# 158613) is a financial advisory firm headquartered in North Logan, UT. They manage $71,000,000 in 1,115 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    71
    MILLION
  • Total Number of Accounts
    1,115
    ACCOUNTS
  • Average Account Value
    $63,677
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

ID, TX, UT

Financial Advisors at Clearwater Wealth Management LLC
Showing 1 - 3 of 3 top financial advisors.
1
Kenneth H. Cannon
CRD#: 3265442
1174 Eastridge Dr, Logan, UT 84321
93
Wealthminder
score

Kenneth Cannon (CRD# 3265442) is an Investment Advisor Representative working at Clearwater Wealth Management LLC in Logan, UT and has over 17 years of experience in the finance industry.

2
Steven J. Parkinson
CRD#: 1693929
175 East 1600 North, North Logan, UT 84341
93
Wealthminder
score

Steven Parkinson (CRD# 1693929) is an Investment Advisor Representative working at Clearwater Wealth Management LLC in North Logan, UT and has over 29 years of experience in the finance industry.

3
Neil M. Hamilton
CRD#: 1472543
175 East 1600 North, North Logan, UT 84341
83
Wealthminder
score

Neil Hamilton (CRD# 1472543) is an Investment Advisor Representative working at Clearwater Wealth Management LLC in North Logan, UT and has over 30 years of experience in the finance industry.

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