CLEARWATER ADVISORS, LLC
CRD #116865 SEC #801-60686 BOISE, ID 208-433-1222
SEC Registered
Total AUM
$4.5B
Discretionary
$4.5B
Employees
10
Clients
0
Accounts
82
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $4.5B | $4.5B | $0 | 10 | 1 |
| Mar 2024 | $3.8B | $3.8B | $0 | 10 | 1 |
| Mar 2024 | $3.8B | $3.8B | $0 | 10 | 1 |
| Feb 2024 | $3.6B | $3.6B | $0 | 10 | 2 |
| Jul 2023 | $3.6B | $3.6B | $0 | 10 | 2 |
| Mar 2023 | $3.6B | $3.6B | $0 | 10 | 2 |
| Nov 2022 | $4B | $4B | $0 | 10 | 1 |
| Feb 2022 | $4B | $4B | $0 | 10 | 1 |
| Sep 2021 | $4B | $4B | $0 | 9 | 2 |
| Sep 2021 | $4B | $4B | $0 | 9 | 2 |
| Feb 2021 | $4B | $4B | $0 | 9 | 2 |
| Nov 2020 | $3.2B | $3.2B | $0 | 11 | 2 |
| Feb 2020 | $3.2B | $3.2B | $0 | 11 | 2 |
| Feb 2019 | $4.2B | $4.2B | $0 | 11 | 2 |
| Oct 2018 | $6.8B | $6.8B | $0 | 12 | 2 |
| Oct 2018 | $6.8B | $6.8B | $0 | 12 | 2 |
| Jul 2018 | $6.8B | $6.8B | $0 | 12 | 2 |
| Jun 2018 | $6.8B | $6.8B | $0 | 12 | 2 |
| Mar 2018 | $6.8B | $6.8B | $0 | 13 | 102 |
| Aug 2017 | $7.2B | $7.2B | $0 | 12 | 100 |
| Mar 2017 | $7.2B | $7.2B | $0 | 12 | 100 |
| Oct 2016 | $7.5B | $7.5B | $0 | 12 | 100 |
| Mar 2016 | $7.5B | $7.5B | $0 | 12 | 100 |
| Apr 2015 | $7.4B | $7.4B | $0 | 14 | 26 |
| Mar 2014 | $5.2B | $5.2B | $0 | 15 | 26 |
| Apr 2013 | $5.6B | $5.6B | $0 | 15 | 26 |
| Aug 2012 | $6.5B | $6.5B | $0 | 11 | 26 |
| Apr 2012 | $6.5B | $6.5B | $0 | 11 | 26 |
| Mar 2012 | $6.5B | $6.5B | $0 | 11 | 26 |
| Jul 2011 | $6.4B | $6.4B | $0 | -- | -- |
| Mar 2011 | $6.4B | $6.4B | $0 | -- | -- |
| Mar 2011 | $6.4B | $6.4B | $0 | -- | -- |
| Jun 2010 | $3.9B | $3.9B | $0 | -- | -- |
| Mar 2008 | $4.1B | $4.1B | $0 | -- | -- |
| Mar 2007 | $4.3B | $4.3B | $0 | -- | -- |
| Feb 2006 | $3B | $3B | $0 | -- | -- |
| Nov 2005 | $2B | $2B | $0 | -- | -- |
| Aug 2004 | $1B | $1B | $0 | -- | -- |
| Mar 2004 | $900M | $900M | $0 | 10 | -- |
| Nov 2001 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$0
Employees10
Clients1
DateMar 2024
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees10
Clients1
DateMar 2024
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees10
Clients1
DateFeb 2024
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees10
Clients2
DateJul 2023
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees10
Clients2
DateMar 2023
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees10
Clients2
DateNov 2022
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees10
Clients1
DateFeb 2022
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees10
Clients1
DateSep 2021
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees9
Clients2
DateSep 2021
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees9
Clients2
DateFeb 2021
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees9
Clients2
DateNov 2020
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees11
Clients2
DateFeb 2020
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees11
Clients2
DateFeb 2019
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees11
Clients2
DateOct 2018
Total AUM$6.8B
Discretionary$6.8B
Non-Disc.$0
Employees12
Clients2
DateOct 2018
Total AUM$6.8B
Discretionary$6.8B
Non-Disc.$0
Employees12
Clients2
DateJul 2018
Total AUM$6.8B
Discretionary$6.8B
Non-Disc.$0
Employees12
Clients2
DateJun 2018
Total AUM$6.8B
Discretionary$6.8B
Non-Disc.$0
Employees12
Clients2
DateMar 2018
Total AUM$6.8B
Discretionary$6.8B
Non-Disc.$0
Employees13
Clients102
DateAug 2017
Total AUM$7.2B
Discretionary$7.2B
Non-Disc.$0
Employees12
Clients100
DateMar 2017
Total AUM$7.2B
Discretionary$7.2B
Non-Disc.$0
Employees12
Clients100
DateOct 2016
Total AUM$7.5B
Discretionary$7.5B
Non-Disc.$0
Employees12
Clients100
DateMar 2016
Total AUM$7.5B
Discretionary$7.5B
Non-Disc.$0
Employees12
Clients100
DateApr 2015
Total AUM$7.4B
Discretionary$7.4B
Non-Disc.$0
Employees14
Clients26
DateMar 2014
Total AUM$5.2B
Discretionary$5.2B
Non-Disc.$0
Employees15
Clients26
DateApr 2013
Total AUM$5.6B
Discretionary$5.6B
Non-Disc.$0
Employees15
Clients26
DateAug 2012
Total AUM$6.5B
Discretionary$6.5B
Non-Disc.$0
Employees11
Clients26
DateApr 2012
Total AUM$6.5B
Discretionary$6.5B
Non-Disc.$0
Employees11
Clients26
DateMar 2012
Total AUM$6.5B
Discretionary$6.5B
Non-Disc.$0
Employees11
Clients26
DateJul 2011
Total AUM$6.4B
Discretionary$6.4B
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$6.4B
Discretionary$6.4B
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$6.4B
Discretionary$6.4B
Non-Disc.$0
Employees--
Clients--
DateJun 2010
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$0
Employees--
Clients--
DateFeb 2006
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees--
Clients--
DateNov 2005
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees--
Clients--
DateAug 2004
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees--
Clients--
DateMar 2004
Total AUM$900M
Discretionary$900M
Non-Disc.$0
Employees10
Clients--
DateNov 2001
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--