Clear Creek Financial Management LLC

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Assets, Funds, Holdings

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Clear Creek Financial Management LLC
CRD #170602
SEC #801-111778
CIK #0001784235, 0000170602
AUM $1.5 B (2025-02-26)
Employees 46 (100% Investors, 0% Brokers)
Phone360-308-8239
Address9361 Bayshore Drive NW
Silverdale, WA 98383
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram]
Total AUM ($M)
1500120090060030002011201620212026
CIK Period
0001784235 0000170602
Sector Form 13F Holdings Value ($B)
Nvidia Corp 0.0
Microsoft Corp 0.0
Apple Inc 0.0
Amazon Com Inc 0.0
Bitwise Bitcoin ETF 0.0
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 3,317 676.2
(b) Individuals (high net worth individuals) 431 788.7
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 35 9.6
(n) Other 0 0.0
Total 8,596 1,474.4
By Discretionary
Discretionary 8,277 1,437.8
Non-Discretionary 319 36.6
Total 8,596 1,474.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1,474.4
Total 8,596 1,474.4
EDGAR Form CIK 2011 - 2025
13F-HR [0001784235]
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Liberty Wealth Management LLC
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Sierra Capital LLC
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