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CLEARWATER CAPITAL MANAGEMENT
CLEARWATER CAPITAL MANAGEMENT LLC
CRD 115283 · SEC 801-134477
MN, United States
Phone
612-860-8489
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$139.3M
Discretionary AUM
$128.9M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-02
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 18 | $139.3M |
States served
MN, FL
Official SEC filing: View on IAPD