{{ Info.Overview }}
Adviser Profile
| As of Date | 03/30/2024 |
| Registration status | Registration Changed to CLEARWELL ADVISORS, LLC |
| ADV Location | TAMPA, FL, United States |
| Contact Info | (81 xxxxxxx |
| AUM* | 20,693,027 |
| of that, discretionary | 20,693,027 |
| Number of Employees | 5 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,881,184 |
| % High Net Worth | 72.73% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- High net worth individuals
- Pooled investment vehicles
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds