|
⚲
|
| Keyboard |
| Clear Retirement Advice LLC
✚
|
|
|---|---|
| CRD # | 292667 |
| SEC # | 801-132499 |
| CIK # | 0002112984 |
| AUM | 153.4 M (2026-03-09) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 650-446-5440 |
| Address | 1900 S Norfolk St, San Mateo, CA 94403 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002112984 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| ETFS Gold Trust | 5.6 | ||
| iShares Comex Gold Trust | 2.1 | ||
| Apple Inc | 1.9 | ||
| Visa Inc | 0.7 | ||
| Alphabet Inc | 0.7 | ||
| Alphabet Inc | 0.7 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 9 | 10.5 |
| (b) Individuals (high net worth individuals) | 47 | 142.9 |
| (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 | 218 | 153.4 |
| By Discretionary | ||
| Discretionary | 218 | 153.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 218 | 153.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 153.4 | |
| Total | 218 | 153.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002112984] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Shining Rock Advisors LLC
✚
|
NC | 153.8 M |
|
Worthington Financial Partners LLC
✚
|
OH | 153.7 M |
|
Graver Capital Management LLC
✚
|
OH | 153.5 M |
|
Alessandra Capital Management LLC
✚
|
CA | 153.5 M |
|
ARTA Finance Wealth Management LLC
✚
|
CA | 153.4 M |
|
Steve Lynch Wealth Management
✚
|
NM | 153.4 M |
|
Aventine Financial Group LLC
✚
|
PA | 153.1 M |
|
Quantum Capital Investments Inc
✚
|
153.0 M | |
|
Sustainable Investment Solutions LLC
✚
|
MA | 152.9 M |
|
Vincent Wealth Advisors LLC
✚
|
MA | 152.9 M |