Clear Wealth Management
Clear Wealth Management (CRD# 289532) is a financial advisory firm headquartered in , . They manage $77,150,000 in 348 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Clear Wealth Management
By the Numbers
-
Total Assets Under Management77MILLION
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Total Number of Accounts348ACCOUNTS
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Average Account Value$221,695
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NY, TX, WA
Financial Advisors at Clear Wealth Management
1
Christopher Teofilak (CRD# 5042836) is an Investment Advisor Representative working at Clear Wealth Management in Lynnwood, WA and has over 17 years of experience in the finance industry.
2
Matthew Wilkinson (CRD# 4669264) is an Investment Advisor Representative working at Clear Wealth Management in North Tonawanda, NY and has over 20 years of experience in the finance industry.
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