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| Clear Creek Wealth Management LLC
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|---|---|
| CRD # | 288335 |
| SEC # | 801-114379 |
| CIK # | |
| AUM | $722.5 M (2026-04-07) |
| Employees | 9 (100% Investors, 0% Brokers) |
| Phone | 720-642-8348 |
| Address | 7900 E Union Ave Denver, CO 80237 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 384 | 368.5 |
| (b) Individuals (high net worth individuals) | 99 | 354.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,400 | 722.5 |
| By Discretionary | ||
| Discretionary | 2,212 | 688.5 |
| Non-Discretionary | 188 | 34.0 |
| Total | 2,400 | 722.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 722.5 | |
| Total | 2,400 | 722.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Smith & Howard Wealth Management LLC
✚
|
GA | 0.7 |
|
Woodstock Wealth Management Inc
✚
|
GA | 0.7 |
|
Renaissance Investment Group LLC
✚
|
MA | 0.7 |
|
Bright Financial Advisors Inc
✚
|
MI | 0.7 |
|
The Patten Group Inc
✚
|
TN | 0.7 |
|
Parker Investment Management LLC
✚
|
0.7 | |
|
Colton Groome Financial Advisors LLC
✚
|
NC | 0.7 |
|
Wealthstar Advisors LLC
✚
|
TX | 0.7 |
|
CORA Capital Advisors LLC
✚
|
NJ | 0.7 |
|
JMAC Enterprises LLC
✚
|
PA | 0.7 |