Be advised. This firm is no longer registered.

Clearwater Wealth Management LLC

Clearwater Wealth Management LLC (CRD# 158613) is a financial advisory firm headquartered in North Logan, UT. They manage $73,197,830 in 576 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    73
    MILLION
  • Total Number of Accounts
    576
    ACCOUNTS
  • Average Account Value
    $127,080
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
The map below shows states where this firm has explicit registration only.

ID, TX, UT

Financial Advisors at Clearwater Wealth Management LLC
No Advisor Found.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.