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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Clearwater Capital Advisors LLC
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|---|---|
| CRD # | 139886 |
| SEC # | 801-70905 |
| CIK # | 0001690531 |
| AUM | $1.5 B (2025-03-28) |
| Employees | 22 (64% Investors, 0% Brokers) |
| Phone | 847-841-8650 |
| Address | 2800 West Higgins Road Hoffman Estates, IL 60169 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 11.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 589 | 198.1 |
| (b) Individuals (high net worth individuals) | 267 | 911.3 |
| (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 | 105 | 290.1 |
| (h) Charitable organizations | 23 | 42.7 |
| (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 | 23 | 47.8 |
| (n) Other | 0 | 0.0 |
| Total | 2,653 | 1,489.9 |
| By Discretionary | ||
| Discretionary | 2,576 | 1,224.6 |
| Non-Discretionary | 77 | 265.4 |
| Total | 2,653 | 1,489.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.3 | |
| United States Persons | 1,488.6 | |
| Total | 2,653 | 1,489.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001690531] |
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