CLEARWATER WEALTH MANAGEMENT, LLC
Legal name: CLEARWATER WEALTH MANAGEMENT
CRD #133318 SEC #801-63642 LAS VEGAS, NV 702-889-4500
SEC Registered
Total AUM
$34.5M
Discretionary
$34.5M
Employees
5
Clients
--
Accounts
179
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2011 | $56M | $56M | $0 | 5 | -- |
| Jun 2011 | $56M | $56M | $0 | 5 | -- |
| Jul 2010 | $48.4M | $48.4M | $0 | 5 | -- |
| May 2010 | $48.4M | $48.4M | $0 | 5 | -- |
| May 2010 | $48.4M | $48.4M | $0 | 5 | -- |
| Mar 2009 | $34.5M | $34.5M | $0 | 5 | -- |
| Mar 2008 | $70.5M | $70.5M | $0 | 5 | -- |
| Aug 2007 | $63.2M | $63.2M | $0 | 5 | -- |
| Mar 2007 | $63.2M | $63.2M | $0 | 5 | -- |
| Feb 2006 | $69.5M | $69.5M | $0 | 5 | -- |
| Jun 2005 | $25.2M | $25.2M | $0 | 5 | -- |
| Dec 2004 | $0 | $0 | $0 | 5 | -- |
DateJun 2011
Total AUM$56M
Discretionary$56M
Non-Disc.$0
Employees5
Clients--
DateJun 2011
Total AUM$56M
Discretionary$56M
Non-Disc.$0
Employees5
Clients--
DateJul 2010
Total AUM$48.4M
Discretionary$48.4M
Non-Disc.$0
Employees5
Clients--
DateMay 2010
Total AUM$48.4M
Discretionary$48.4M
Non-Disc.$0
Employees5
Clients--
DateMay 2010
Total AUM$48.4M
Discretionary$48.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$34.5M
Discretionary$34.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$70.5M
Discretionary$70.5M
Non-Disc.$0
Employees5
Clients--
DateAug 2007
Total AUM$63.2M
Discretionary$63.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$63.2M
Discretionary$63.2M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$69.5M
Discretionary$69.5M
Non-Disc.$0
Employees5
Clients--
DateJun 2005
Total AUM$25.2M
Discretionary$25.2M
Non-Disc.$0
Employees5
Clients--
DateDec 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--