RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Nevada
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 31, 2009
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
FREEMAN, MICHELLE, RENEEICHIEF COMPLIANCE OFFICERNA
FREEMAN, MICHELLE, RENEEICHIEF COMPLIANCE OFFICERNA
FREEMAN, MICHELLE, RENEEICHIEF COMPLIANCE OFFICERNA
RICHARDS, DAVID, CARLIMEMBERE Control
RICHARDS, DAVID, CARLIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
RICHARDS, DAVID, CARLIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
RICHARDS, DAVID, CARLIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
RICHARDS, DAVID, CARLIMANAGING MEMBERE Control
RICHARDS, DAVID, CARLIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
RICHARDS, DAVID, CARLIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
RICHARDS, DAVID, CARLIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
RICHARDS, DAVID, CARLIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
MOFFAT, PAUL, LAWRENCEIMEMBERD Control
MOFFAT, PAUL, LAWRENCEIMEMBERD Control
MOFFAT, PAUL, LAWRENCEIPRINCIPALD Control
RICHARDS, DAVID, CARLIMEMBERD Control
RICHARDS, DAVID, CARLIMEMBER / CHIEF COMPLIANCE OFFICERD Control
RICHARDS, DAVID, CARLIPRINCIPAL / CHIEF COMPLIANCE OFFICERD Control

Registrations

Federal

IA
Mar 31, 2009 REGISTERED

Notice Filings (2)

NV UT

Address

10091 PARK RUN DRIVE
SUITE 200
LAS VEGAS, NV 89145
United States
Phone: 702-889-4500