CLEARWELL GROUP

CLEARWELL ADVISORS, LLC

CRD 306186 · SEC 801-130085

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610 W. DE LEON ST., TAMPA, FL, 33606-2720, United States

Phone

(813) 435-5600

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$413.5M

Discretionary AUM

$413.4M

Team

9 total employees; 6 advisory reps; 4 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-04-01

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisersREAL ESTATE DEAL SOURCING

Client types

Type	Clients	AUM
Individuals	8	$997K
High net worth individuals	29	$219.7M
Pooled investment vehicles	23	$169.7M

States served

All web addresses on file

https://clearwellgroup.com
https://www.facebook.com/ClearwellGroup/
https://x.com/ClearwellGroup
https://www.linkedin.com/company/clearwell-group

Official SEC filing: View on IAPD