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CLEAR CREEK FINANCIAL MANAGEMENT, LLC
CRD 170602 · SEC 801-111778
9361 BAYSHORE DRIVE NW, SILVERDALE, WA, 98383, United States
Phone
(360) 308-8239
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.86B
Discretionary AUM
$1.85B
Team
91 total employees; 48 advisory reps; 10 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3483 | $844.1M |
| High net worth individuals | 481 | $960.9M |
| Corporations/business entities | 39 | $23.2M |
States served
AK, AZ, AR, CA, CO, GA, ID, IL, IA, KS, LA, MI, MN, MS, MT, NE, NV, NM, NY, NC, OH, OR, SC, TN, UT, VA, WI, WY, WA, TX, NH, FL
All web addresses on file
- https://www.facebook.com/investmentcapital360
- HTTPS://TWITTER.COM/CLEARCREEKFM
- https://www.ascentwealthstrategies.com
- https://www.linkedin.com/company/ascent-wealth-strategies
- https://www.facebook.com/treasurevalleyplanning/
- https://www.renaissance-financial.com
- https://argent-wm.com/
- https://www.facebook.com/coloradofinancialplanners/?_tn_
- https://twitter.com/kyrradio?lang=en
- HTTP://CLEARCREEKFM.COM
- https://www.linkedin.com/company/traverse-planning/
- https://www.hfaboise.com/
- https://www.linkedin.com/in/joe-gates-1a749310
- https://sfgadvising.com/
- https://ccfmadvisors.com/
- HTTP://WWW.INVESTMENTCAPITAL360.COM
- https://www.facebook.com/magellanretirement/
- https://www.facebook.com/Copperfm/
- https://www.greenjayfa.com/
- https://www.jackthomasfinancial.com/
- http://www.wileyinvest.com
- HTTP://WWW.MAGELLAN-WEALTH.COM/
- https://www.linkedin.com/in/bruno-marques-cfp%C2%AE-535227b/
- HTTPS://WWW.FACEBOOK.COM/CLEARCREEKFM
- https://www.linkedin.com/in/steve-silver-572494158/
- HTTPS://WWW.LINKEDIN.COM/COMPANY/CLEAR-CREEK-FINANCIAL-MANAGEMENT
- https://www.linkedin.com/company/strive-wealth-&-protection-planning-llc/
- HTTP://WWW.HELIOSDRIVEN.COM
- HTTP://WWW.STRIVEPLANNING.COM
- http://www.whitecloudwm.com
- https://www.transitionplanninginc.com/
- https://www.instagram.com/striveplanning/
- https://www.linkedin.com/in/jedreese/
- https://twitter.com/TraversePlan
- https://www.copperfm.com
- https://www.youtube.com/@traverseplanning7272
- https://twitter.com/NxtGenPlanning
- https://www.youtube.com/@whitecloudwealthmanagement6768
- https://ironstonefin.com/
- https://www.linkedin.com/in/jacknthomas/
- https://www.linkedin.com/in/wileykevin/
- https://www.linkedin.com/company/heliosdriven/
- https://www.linkedin.com/company/green-jay-fa/about/
- https://www.linkedin.com/company/harris-financial-advisors/
- https://www.ironstonefinance.com/
- https://www.linkedin.com/company/6399052/admin/feed/posts/
- https://www.linkedin.com/in/stephen-coupe-6003b876/
- https://www.traverseplanning.com
- https://www.facebook.com/STRIVEplanning/
- https://twitter.com/STRIVEplanning
- https://www.treasurevalleyplanning.com
Official SEC filing: View on IAPD