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CLEARWATER ADVISORS, LLC
CRD 116865 · SEC 801-60686
101 S. CAPITOL BLVD, SUITE 1201, BOISE, ID, 83702, United States
Phone
208-433-1222
Fax
208-278-1282
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.65B
Discretionary AUM
$3.92B
Team
9 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-07
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)MARKET ANALYSIS
Client types
| Type | Clients | AUM |
|---|---|---|
| State/municipal entities | 10 | $740.2M |
| Insurance companies | 5 | $626.4M |
| Corporations/business entities | 17 | $2.30B |
States served
CA, ID, MI, OR, WA
All web addresses on file
Official SEC filing: View on IAPD