Investment adviser · CRD 116865
CLEARWATER ADVISORS, LLC
Investment adviser filing (IA)
BOISE, ID, United States · Form ADV filed May 7, 2026
- Regulatory AUM
- $4.65B Form ADV · Item 5.F
- Client accounts
- 84 Accounts, not individual clients
- Employees
- 9 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Corporations & businesses | 17 | $2,300,566,794 | 49.5% |
| Retirement plans | Fewer than 5 | $861,356,182 | 18.5% |
| Government entities | 10 | $740,232,495 | 15.9% |
| Insurance companies | 5 | $626,418,908 | 13.5% |
| High-net-worth individuals | Fewer than 5 | $78,894,423 | 1.7% |
| Banks & thrifts | Fewer than 5 | $43,097,299 | 0.9% |
Filing source
Form ADV 2104293 · May 7, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 7, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Fixed
Principal office
101 S. CAPITOL BLVD, SUITE 1201BOISE, ID, 83702, United States
CRD 116865
Filing source
Form ADV 2104293 · May 7, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.