Investment adviser · CRD 337738
CLEARWAVE CAPITAL
Investment adviser filing (IA)
CLEARWAVE CAPITAL, LLC
UPLAND, CA, United States · Form ADV filed Mar 5, 2026
- Regulatory AUM
- $359M Form ADV · Item 5.F
- Client accounts
- 758 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 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 |
|---|---|---|---|
| High-net-worth individuals | 72 | $233,281,417 | 64.9% |
| Individuals | 233 | $68,818,120 | 19.2% |
| Corporations & businesses | 9 | $57,115,612 | 15.9% |
Filing source
Form ADV 2049325 · Mar 5, 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: Mar 5, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed · Commissions
Principal office
1425 WEST FOOTHILL BLVD, SUITE 120UPLAND, CA, 91786, United States
CRD 337738
Filing source
Form ADV 2049325 · Mar 5, 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.