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| Keyboard |
| Clearwater Capital Advisors LLC
✚
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|---|---|
| CRD # | 139886 |
| SEC # | 801-70905 |
| CIK # | 0001690531 |
| AUM | 1,681.3 M (2026-05-11) |
| Employees | 23 (65% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 847-841-8650 |
| Address | 2800 West Higgins Road Hoffman Estates, IL 60169 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 12.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 579 | 193.2 |
| (b) Individuals (high net worth individuals) | 310 | 1,093.8 |
| (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 | 96 | 286.6 |
| (h) Charitable organizations | 27 | 50.0 |
| (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 | 29 | 57.7 |
| (n) Other | 0 | 0.0 |
| Total | 2,793 | 1,681.3 |
| By Discretionary | ||
| Discretionary | 2,721 | 1,420.8 |
| Non-Discretionary | 72 | 260.5 |
| Total | 2,793 | 1,681.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.5 | |
| United States Persons | 1,678.8 | |
| Total | 2,793 | 1,681.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001690531] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 13 (1 non-US) |
| Serves | Institutional, Retail, Research |
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