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 18 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 30 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 31 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.