|
⚲
|
| Clearwave Capital LLC
✚
|
|
|---|---|
| CRD # | 337738 |
| SEC # | 801-134103 |
| CIK # | 0002111821 |
| AUM | $359.2 M (2026-03-05) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 909-949-9446 |
| Address | 1425 West Foothill Blvd Upland, CA 91786 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 7.2 | ||
| Broadcom Inc | 6.3 | ||
| Nvidia Corp | 5.5 | ||
| Corning Inc /NY | 5.2 | ||
| Apple Inc | 5.1 | ||
| Amazon Com Inc | 5.0 | ||
| Microsoft Corp | 4.8 | ||
| Micron Technology Inc | 3.9 | ||
| Arista Networks Inc | 3.8 | ||
| Advanced Micro Devices Inc | 3.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 233 | 68.8 |
| (b) Individuals (high net worth individuals) | 72 | 233.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 57.1 |
| (n) Other | 0 | 0.0 |
| Total | 758 | 359.2 |
| By Discretionary | ||
| Discretionary | 555 | 327.3 |
| Non-Discretionary | 203 | 31.9 |
| Total | 758 | 359.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 359.2 | |
| Total | 758 | 359.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002111821] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Jessup Wealth Management Inc
✚
|
OH | 0.4 |
|
U S Boston Capital Corporation
✚
|
MA | 0.4 |
|
BCO Wealth Management LLC
✚
|
NM | 0.4 |
|
The David J Yvars Group Inc
✚
|
0.4 | |
|
Seros Financial LLC
✚
|
AZ | 0.4 |
|
Ridgepath Capital Management LLC
✚
|
TN | 0.4 |
|
Aurora Investment Managers LLC
✚
|
FL | 0.4 |
|
Cloverfields Capital Group LP
✚
|
MN | 0.4 |
|
US Asset Management LLC
✚
|
PA | 0.4 |
|
Consolidated Capital Management LLC
✚
|
CA | 0.4 |