C
Clearwater Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$7,709,572
Clients
8
50% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
8
LowAverage account size
$963,697
About
Clearwater Wealth Management serves individuals, high‑net‑worth clients, trusts, small businesses and estates by providing discretionary asset management and complementary financial planning for asset‑management clients at no additional cost. The firm reports managing approximately $7.7 million in client assets and constructs individualized investment programs based on each client’s goals, time horizon and risk tolerance.
Portfolios are managed on a discretionary basis using a mix of fundamental and technical analysis and Monte Carlo planning to evaluate retirement and probability scenarios; the investment program can include mutual funds, ETFs and the use of options. Clients receive periodic (at least quarterly) account reviews, may impose written investment restrictions, and the firm does not require a minimum account size.
Noteworthy disclosures in the firm’s brochure include that the principal splits substantial time with an unrelated outside business (disclosed as occupying roughly half of his time), which may affect advisor availability and service expectations. The firm also does not vote client proxies and requires clients to custody assets at Schwab, practices that differ from many peers and bear consideration when evaluating custodial and proxy arrangements.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Fee options
1.00% annually
Main office location
Clearwater Wealth Management
Midlothian TX, United States
Number of offices
1
Most active in
Clearwater Wealth Management has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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