Overview
Assets Under Management: $375 million
Headquarters: UPLAND, CA
High-Net-Worth Clients: 178
Average Client Assets: $1 million
Frequently Asked Questions
CLEARWAVE CAPITAL is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #337738), CLEARWAVE CAPITAL is subject to fiduciary duty under federal law.
CLEARWAVE CAPITAL is headquartered in UPLAND, CA.
CLEARWAVE CAPITAL serves 178 high-net-worth clients according to their SEC filing dated November 12, 2025. View client details ↓
According to their SEC Form ADV, CLEARWAVE CAPITAL offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, pension consulting services, and selection of other advisors. View all service details ↓
CLEARWAVE CAPITAL manages $375 million in client assets according to their SEC filing dated November 12, 2025.
According to their SEC Form ADV, CLEARWAVE CAPITAL serves high-net-worth individuals, pooled investment vehicles, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 178
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.09
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 921
Discretionary Accounts: 488
Non-Discretionary Accounts: 433
Regulatory Filings
CRD Number: 337738
Filing ID: 2025133
Last Filing Date: 2025-11-12 14:08:41
Website: 0