CLEAR WEALTH, INC.
Legal name: CLEARWEALTH
CRD #116372 SEC #801-63381 BOISE, ID 800-416-1063
SEC Registered Private Funds Disclosures
Total AUM
$60.7M
Discretionary
$19.2M
Employees
1
Clients
--
Accounts
235
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2012 | $60.7M | $19.2M | $41.5M | 1 | 26 |
| May 2012 | $60.7M | $19.2M | $41.5M | 1 | 26 |
| Mar 2012 | $60.7M | $19.2M | $41.5M | 1 | 26 |
| Feb 2012 | $60.7M | $19.2M | $41.5M | 1 | 26 |
| Jan 2012 | $60.7M | $19.2M | $41.5M | 1 | 26 |
| Jan 2012 | $60.7M | $19.2M | $41.5M | 1 | 26 |
| Aug 2011 | $60.7M | $19.2M | $41.5M | 5 | -- |
| May 2011 | $60.7M | $19.2M | $41.5M | 5 | -- |
| Mar 2011 | $60.7M | $19.2M | $41.5M | 5 | -- |
| Sep 2010 | $55.5M | $15.9M | $39.6M | 5 | -- |
| Jun 2010 | $55.5M | $15.9M | $39.6M | 5 | -- |
| Jun 2009 | $39.5M | $1.3M | $38.2M | 5 | -- |
| Mar 2008 | $48.1M | $0 | $48.1M | 5 | -- |
| Apr 2007 | $47.1M | $0 | $47.1M | 5 | -- |
| Mar 2007 | $47.1M | $0 | $47.1M | 5 | -- |
| Dec 2006 | $36.3M | $0 | $36.3M | 5 | -- |
| Feb 2006 | $36.3M | $0 | $36.3M | 5 | -- |
| Sep 2005 | $31.3M | $0 | $31.3M | 5 | -- |
| Jul 2004 | $28M | $0 | $28M | 5 | -- |
DateJun 2012
Total AUM$60.7M
Discretionary$19.2M
Non-Disc.$41.5M
Employees1
Clients26
DateMay 2012
Total AUM$60.7M
Discretionary$19.2M
Non-Disc.$41.5M
Employees1
Clients26
DateMar 2012
Total AUM$60.7M
Discretionary$19.2M
Non-Disc.$41.5M
Employees1
Clients26
DateFeb 2012
Total AUM$60.7M
Discretionary$19.2M
Non-Disc.$41.5M
Employees1
Clients26
DateJan 2012
Total AUM$60.7M
Discretionary$19.2M
Non-Disc.$41.5M
Employees1
Clients26
DateJan 2012
Total AUM$60.7M
Discretionary$19.2M
Non-Disc.$41.5M
Employees1
Clients26
DateAug 2011
Total AUM$60.7M
Discretionary$19.2M
Non-Disc.$41.5M
Employees5
Clients--
DateMay 2011
Total AUM$60.7M
Discretionary$19.2M
Non-Disc.$41.5M
Employees5
Clients--
DateMar 2011
Total AUM$60.7M
Discretionary$19.2M
Non-Disc.$41.5M
Employees5
Clients--
DateSep 2010
Total AUM$55.5M
Discretionary$15.9M
Non-Disc.$39.6M
Employees5
Clients--
DateJun 2010
Total AUM$55.5M
Discretionary$15.9M
Non-Disc.$39.6M
Employees5
Clients--
DateJun 2009
Total AUM$39.5M
Discretionary$1.3M
Non-Disc.$38.2M
Employees5
Clients--
DateMar 2008
Total AUM$48.1M
Discretionary$0
Non-Disc.$48.1M
Employees5
Clients--
DateApr 2007
Total AUM$47.1M
Discretionary$0
Non-Disc.$47.1M
Employees5
Clients--
DateMar 2007
Total AUM$47.1M
Discretionary$0
Non-Disc.$47.1M
Employees5
Clients--
DateDec 2006
Total AUM$36.3M
Discretionary$0
Non-Disc.$36.3M
Employees5
Clients--
DateFeb 2006
Total AUM$36.3M
Discretionary$0
Non-Disc.$36.3M
Employees5
Clients--
DateSep 2005
Total AUM$31.3M
Discretionary$0
Non-Disc.$31.3M
Employees5
Clients--
DateJul 2004
Total AUM$28M
Discretionary$0
Non-Disc.$28M
Employees5
Clients--