Clearwave Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$302,099,537
Clients
305
Advisors
3
of 3 employees
About
Clearwave Capital serves a mix of individual and high‑net‑worth clients as well as trusts, retirement plans, and business entities. The firm provides comprehensive portfolio management, asset management, financial planning and consulting, and retirement plan consulting, and it also facilitates relationships with third‑party money managers and sub‑advisors.
Portfolios are tailored to client objectives and may include individual stocks, bonds, ETFs, options, mutual funds and private or alternative investments; the firm describes using fundamental, technical, quantitative, sector and qualitative analysis and conducts ongoing monitoring and rebalancing. Clearwave may manage accounts on both a discretionary and non‑discretionary basis, performs due diligence on third‑party managers, and uses American Funds F‑2 share classes for certain advisory arrangements.
Noteworthy aspects disclosed in the brochure include that representatives are licensed insurance agents/brokers who receive customary commissions for insurance sales (a potential conflict the firm discloses), while the firm states it does not sell securities for commission in advisory accounts. The firm also provides services for retirement plans and other pooled vehicles, maintains a relatively large asset base with a small adviser team, and discloses receiving transition assistance from a major custodian.
Client services
Expertise
Fee options
Flat fees up to $30,000 for Financial Planning & Consulting; Flat fees up to $50,000 for Retirement Plan Consulting
$0+: Up to 2.00% annually (Comprehensive Portfolio Management and Asset Management - negotiable, maximum fee) $0+: 0.25% to 1.00% annually (American Funds Distributors, Inc. F-2 Share Directly Held Funds - flat rate, non-negotiable) $0+: Up to 1.00% annually (Retirement Plan Consulting based on percentage of Plan assets)
Fee-only: Flat fees up to $30,000 for Financial Planning & Consulting; Flat fees up to $50,000 for Retirement Plan Consulting; $10 setup fee and $10 annual fee for American Funds accounts
Main office
1425 West Foothill Blvd, Suite 120
Upland CA 91786
Advisors at this office
3
Most active in
Arizona · California · Texas
Also doing business as
Clearwave Capital · Clearwave Capital, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Quick links
Advisors at this firm
Corey C
Series 65, Series 66, Series 63
Upland, CA
Clearwave Capital
Corey Cunningham is a financial advisor at Clearwave Capital with nine years of industry experience. He holds Series 65, Series 66, and Series 63 licenses. His prior roles include positions at BBVA S.A., Secfi Securities, LLC, and Sanford C. Bernstein & Co., LLC. Clearwave Capital serves individual and high-net-worth clients, trusts, retirement plans, and business entities, offering portfolio management, financial planning, and consulting services. The firm employs a range of investment analyses and manages accounts on both discretionary and non-discretionary bases while facilitating access to third-party money managers.
Peter V
Series 63
Upland, CA
Clearwave Capital
Peter Voss is a financial advisor at Clearwave Capital with 41 years of industry experience. He holds a Series 63 designation and previously worked at CommonWealth Financial Network and Cunningham & Voss Financial Services. In addition to his advisory role, he spends a significant portion of his time selling fixed insurance products, including health insurance and employee benefits. Clearwave Capital serves individuals, trusts, pension and profit-sharing plans, and business entities with portfolio and asset management, financial planning, and retirement plan consulting. The firm employs a multifaceted investment approach that includes fundamental and quantitative analysis, asset-allocation strategies, and use of sub-advisors to support implementation and oversight.
Garrett C
Series 63, Series 65
Upland, CA
Clearwave Capital
Garrett Cunningham is a financial advisor with Clearwave Capital who holds Series 63 and Series 65 licenses and has 37 years of industry experience. He previously worked at CommonWealth Financial Network and Cunningham & Voss Financial Services. In addition to his advisory role, he spends a portion of his time selling individual and group medical, dental, fixed life, and disability insurance products. Clearwave Capital serves individuals, trusts, pension and profit-sharing plans, and business entities with portfolio and asset management, financial planning, and retirement plan consulting. The firm employs a diversified investment process that includes fundamental and quantitative analysis, asset allocation strategies, and may use margin, options, and alternative investments, often working with sub-advisors to implement and oversee accounts.
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