Investment adviser · CRD 306186
CLEARWELL ADVISORS, LLC
TAMPA, FL, United States · Form ADV filed Mar 31, 2025
- Regulatory AUM
- $351M Form ADV · Item 5.F
- Client accounts
- 55 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
How this adviser has changed
Annual filingsRegulatory assets under management
Up to five fiscal years, using the latest annual update available at the selected filing date. Asset changes can reflect acquisitions, client flows, and valuations; they are not investment returns.
| Fiscal year | Regulatory AUM | Employees | Filed |
|---|---|---|---|
| 2024 | $351,117,412 | 8 | Mar 31, 2025 |
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 | 36 | $190,319,190 | 54.2% |
| Pooled investment vehicles | 18 | $140,404,647 | 40.0% |
| Charities | Fewer than 5 | $20,393,575 | 5.8% |
Filing source
Form ADV 1953628 · Mar 31, 2025 · Item 5.D
Reported by CLEARWELL ADVISORS, LLC (CRD 306186).
Annual Updating Amendment for Registered Adviser · fiscal year 2024.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
Private funds & service providers
1 selected fund recordsLargest reported gross asset value first; unreported values last. Gross asset value is fund-level disclosure, distinct from adviser AUM and Form D fundraising. Master and feeder funds may overlap.
CLEARWELL DEVELOPMENT PARTNERS IReal Estate Fund$3.96MGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-7366203003
- Reported beneficial owners
- 13
- Minimum commitment
- $1M
Form ADV 1953628 · Mar 31, 2025 · Schedule D 7.B.(1)
Reported by CLEARWELL ADVISORS, LLC (CRD 306186).
Annual Updating Amendment for Registered Adviser · fiscal year 2024.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
Services & filing details
Showing values from the selected filing. Latest observed filing does not establish current registration status.
What changed?
Since Mar 28, 2024 · previous imported filing
- Regulatory AUM$362,080,869 → $351,117,412
- Client accounts170 → 55
Filing source
Form ADV 1953628 · Mar 31, 2025 · Items 1 & 5
Reported by CLEARWELL ADVISORS, LLC (CRD 306186).
Annual Updating Amendment for Registered Adviser · fiscal year 2024.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
Management of assets
- Discretionary
- $351M
- Non-discretionary
- $0
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed · Performance-based
Principal office
610 W. DE LEON ST.TAMPA, FL, 33606-2720, United States
CRD 306186
Filing source
Form ADV 1953628 · Mar 31, 2025 · Items 1 & 5
Reported by CLEARWELL ADVISORS, LLC (CRD 306186).
Annual Updating Amendment for Registered Adviser · fiscal year 2024.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.