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CLEARWATER CAPITAL PARTNERS
CLEARWATER CAPITAL ADVISORS, LLC
CRD 139886 · SEC 801-70905
2800 WEST HIGGINS ROAD, SUITE 1025, HOFFMAN ESTATES, IL, 60169, United States
Phone
847-841-8650
Fax
847-841-1866
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.68B
Discretionary AUM
$1.42B
Team
23 total employees; 15 advisory reps; 13 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminarsQUALIFIED PLAN CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 579 | $193.2M |
| High net worth individuals | 310 | $1.09B |
| Pension/profit sharing plans | 96 | $286.6M |
| Charitable organizations | 27 | $50.0M |
| Corporations/business entities | 29 | $57.7M |
States served
AZ, CA, CO, DE, GA, ID, IL, IN, IA, KS, KY, MA, MI, MN, NE, NV, NM, NY, NC, OH, OK, SC, TN, VA, WI, WY, MO, WA, TX, NH, FL
All web addresses on file
- HTTPS://WWW.LINKEDIN.COM/COMPANY/CCPWEALTH/
- https://www.facebook.com/ccpwealth/
- https://www.facebook.com/clearwater.capital.5
- https://www.thesensibleessentialist.com/
- HTTPS://WWW.CCPWEALTH.COM
- https://lifeintegrated.blog/
- https://www.thedrivenfiduciary.com/
- https://www.theapexadvisor.com/
- https://www.ccpthoughtleadership.com/
- https://vimeo.com/user28559025
- https://www.chiconwallstreet.com/
- https://www.youtube.com/@ClearwaterCapitalPartners
- https://www.instagram.com/ccpwealth/
- https://open.spotify.com/show/4KB5zJUrQGIYSKTQRpvTPz
- HTTPS://WWW.CLEARWATERCAPITALPARTNERS.CO
- https://podcasts.apple.com/us/podcast/clear-conversations/id1690863119
- HTTPS://TWITTER.COM/CCPWEALTH
Official SEC filing: View on IAPD