Sherman Oaks, CA Office

Clay Northam Wealth Management, LLC is an SEC‑registered advisory firm that serves individuals (including high‑net‑worth clients), trusts and estates, retirement plan participants, and select charitable and corporate clients. It provides discretionary portfolio management, financial planning (complimentary for investment‑management clients), access to sub‑advisory strategies through Schwab’s managed account platforms, and participant “held‑away” retirement account management via a third‑party connection.

The firm describes a value‑oriented investment discipline with an emphasis on diversification across asset classes and tailored portfolios that are reviewed at least quarterly and rebalanced as needed. Implementation includes mutual funds, ETFs, individual equities and fixed income, and may employ tactical asset allocation, cash allocation, long‑term holdings, concentrated positions at times, and selective use of inverse/leveraged ETFs, non‑traded REITs and interval funds.

Distinctive features include a small, two‑advisor team that managed $354,936,978 in discretionary assets as of December 31, 2025 — a relatively high AUM per advisor for a firm of this size — and a general account minimum of $500,000 that may be combined or waived in certain situations. The firm’s principals are CFP® professionals who also maintain insurance licenses and receive customary commissions for insurance sales, and the firm requires Charles Schwab as custodian while using a third‑party platform (Pontera) to manage held‑away participant accounts.