Investment adviser · CRD 344096

CLEARWATER FINANCIAL PLANNING

Investment adviser filing (IA)

CLEARWATER FINANCIAL PLANNING, LLC

LEWISTON, ID, United States · Form ADV filed Aug 27, 2026

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The 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: Aug 27, 2026. View historical filings

Reported services

Financial planning

Compensation

Percentage of assets

Principal office

828 8TH AVENUE
LEWISTON, ID, 83501, United States

CRD 344096

Filing source

Form ADV 2128815 · Aug 27, 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.