CLEARWELL ADVISORS, LLC
CRD #306186 SEC #801-130085 TAMPA, FL (813) 435-5600
SEC Registered Private Funds
Total AUM
$351.1M
Discretionary
$351.1M
Employees
8
Clients
25
Accounts
55
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $351.1M | $351.1M | $0 | 8 | 7 |
| Mar 2024 | $362.1M | $362.1M | $0 | 8 | 7 |
DateMar 2025
Total AUM$351.1M
Discretionary$351.1M
Non-Disc.$0
Employees8
Clients7
DateMar 2024
Total AUM$362.1M
Discretionary$362.1M
Non-Disc.$0
Employees8
Clients7